Personal Tax Account update from the Agent Strategy Group

02 December 2015

A new digital service giving people a better understanding over their tax affairs is now available to individual customers.

The Personal Tax Account brings information together in one place, making it easier for people to access their personal tax affairs online.

The new service won't change the way agents interact with HMRC. Agents can continue to file SA returns using the existing portal service.

Agents’ clients will find a range of benefits by using their PTA. They can choose to receive electronic rather than paper communications (agents will still receive paper copies for clients who go paperless) and they can also use their account to:

  • view and update their personal address
  • access a range of iForms which they can complete and submit online
  • view and amend an estimate of the income tax they’re likely to pay in the current tax year
  • tell HMRC about changes to certain taxable benefits from their employer.

‘Non business' Digital Self Assessment (SA) customers will move from Your Tax Account to the Personal Tax Account giving them the opportunity to use these additional services. SA customers who are self-employed or pay business taxes such as VAT or Corporation Tax, will in future also be given access to their Personal Tax Account. HMRC will continue to develop the account based on user feedback and in depth customer research.

Please note that the Personal Tax Account isn’t currently designed for use by agents. HMRC will be improving the service to provide agents access, until then agents should not try to access it on behalf of a client. Also if agents log on to submit a client return using their client's credentials, this can create security alerts which HMRC staff need to investigate. This can delay clients receiving their repayments.

HMRC continues to develop online services for agents through Agent Online Self Serve (AOSS). AOSS is being developed with input from agents to ensure that services best meet agents’ needs. Agents who meet the criteria and wish to take part in testing the AOSS private beta service can register via GOV.UK up until 11 December 2015.

Work is also continuing to improve the digital forms functionality that is available to agents, including digital submissions, improved guidance, and saving partially completed forms. Updates on AOSS and digital support for agents will be provided through regular briefings to stakeholders and posts on the HMRC Tax Agent Blog.

HMRC are currently emailing agents registered on the HMRC database with an update on the Personal Tax Account.