You could reduce your payroll queries

21 June 2018

Many of the queries employees bring to your payroll and HR teams could be answered in their Personal Tax Account (PTA). Why not encourage your employees to self-serve online by activating their PTA? Those employees who already have activated their account may not fully appreciate all the information available.

Online Personal Tax Accounts are a secure and simple way for employees to manage their tax affairs online and have been available for all PAYE employees since December 2015; 15 million people are already using theirs.


What can it do?

HMRC can only work from the information that it has, so if your employees have a change in their financial circumstances or address please encourage them to let HMRC know through their PTA.

Individuals can also:

  • Print proof of their National Insurance number (handy for new employees completing new starter checklists)

  • View and print a copy of the pay and tax details for the last 4 tax years, which may be required for mortgage or loan applications or tax credit applications

  • Claim tax relief on business expenses, whether that’s for cleaning their uniform or replacing their tools

  • Update the information HMRC hold on the benefits they receive, such as company car or medical cover

  • Check their state pension situation – explore when they can start to receive it and how much they are likely to get

  • Claim a tax repayment; if a customer has received a letter from HMRC advising that they’ve paid too much tax over the course of the year they can claim their rebate online. The full refund will be paid in to their bank account within five working days

  • For tax credits, check their payments, make changes to their circumstances and complete their renewals.


Further information

The PTA is intuitive and straightforward to set up. You can direct your employees to for details of how to use register and use their PTA.

To learn more about the full range of products and services on offer in your account you can explore HMRC’s Guide to your Personal Tax Account.