Setting up your HMRC Personal Tax Account

19th October 2020

HMRC increasingly requires individuals to have a Personal Tax Account (PTA), for example to report capital gains on residential property or to claim a grant under the Self Employment Income Support Scheme.

Instructions on how to set up your Personal Tax Account follow below.  You will need the following details:

  • Your National Insurance number or UK address
  • A recent payslip, P60 or a valid UK passport

PTA Set Up SH

  • Click on https://www.gov.uk/personal-tax-account and “Start now”
  • Select “Create an account” and Continue
  • Select either “Create a Government Gateway account” (preferred) or “Create a GOV.UK Verify account” (these guidance notes continue per Government Gateway)
  • Click on “Create sign in details”
  • Enter your email address, Tick box to confirm it is correct and continue
  • Check incoming email, copy across the code (excluding CF-) and confirm
  • The next screen should say “Email address confirmed”, continue
  • Enter your full name and continue
  • Enter password (noting conditions), re-enter to confirm and continue
  • Set up recovery for your user ID: continue
  • Enter recovery word and continue (remembering to save this word)
  • Make a note also of your user ID (12 digit number) and password, continue
  • Choose your account: “Individual” and continue
  • We’re changing the way you sign in: continue
  • Select HMRC app, or text message, or voice call (text recommended) and continue
  • Enter your mobile phone number + UK “Yes”, and continue
  • Enter 6 digit number texted to your iPhone and continue
  • “You have successfully set up extra security”, continue
  • Set security backup: (suggested) “I can’t do this right now” and continue
  • (Backup not set) continue
  • We just need to confirm who you are: continue
  • Confirm your identity: Name(s), NI number and DOB, continue until set up process has been completed.

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