This video guide is all about linking your personal tax account to your Self-Assessment tax return.
This does assume you have set up a personal tax account and you have Self-Assessment. Sometimes you can operate without the two together, sometimes it’s best to link everything. This guide is going to tell you how to link it all.
Why would you want to link your personal tax account to your Self-Assessment tax return?
- The Personal Tax Account is available to everyone and, once registered, each person’s personal tax details are stored in one convenient and secure online place.
- It should mean getting in touch with HMRC is faster, with access to services such as webchat and virtual assistant
- Once linked to self-assessment (and other taxes that you may have to pay eg VAT), it is all available in one account
- Once self-assessment is set up and linked, an activation code will be posted which can take a few days.
For most people, the only time they use it will be to do a Self-Assessment tax return. But what you can have is your own personal tax account and a tax agent that does your tax return for you. And you may never go into it and see other things because your accountant does it all. But there are times that accountants cannot do things for you, such as applying for certain benefits, grants, you name it. If HMRC can cut out the tax agent, they will do so.
You’ll have a personal tax account, in which you will have all your personal tax details. Here you’ll be able to view your PAYE. And it’s one of the most useful things when talking to the tax man; he’ll often say “Log into your tax account and you can do this, this, and this.”
It’s normally easier to contact HMRC through your digital tax account. For example, if you are self-employed and need to register for VAT. You could fill in a form and post it to HMRC, which will take anywhere between two and eight weeks to get processed, or you can do an online form. And if it’s a basic setup, it can be done within a much shorter time frame.
If you link your personal digital tax account to Self Assessment, it will effectively set up a business tax account. That’s absolutely fine – anything to do with you as a business person will be going through there, and you can access it all via one login.
When you link your personal account to your Self Assessment, an activation code will be sent in the post. Once this arrives, you can go into your personal tax account, log onto Self Assessment, click activation, and then you’re all linked up. It’s also a good idea to have access to it in case you fall out with your accountant and you want to do things yourself; if you don’t have the link set up, you won’t be able to do stuff that could cause unnecessary stress.
You’ll want to start by logging in to your personal tax account. You can do that here.
Or you can follow this link and sign in via Government Gateway.
What do you mean you don’t remember your Government Gateway account number? Well, do you remember having a screen that looked a bit like this?
It will have also been emailed to you, so, if you’ve got access to your email and you’ve kept it safe, you can be able to search access.gov and find it from there.
So: enter your Government Gateway ID and password, and then you’ll have access to your personal tax account. I have used two different people’s tax accounts here because I couldn’t do everything in one go.
Now you’ve accessed that, we’ll dig down a bit more into your personal tax account. So I’ve swapped me to Harry Clave.
Click on Self Assessment. Once you’ve clicked on there, it will then link you through to, “you need to request Self Assessment”.
Well, we know we need to request it. That’s why we’re doing it now.
Enter your UTR (Unique Taxpayer Reference) or your UTR might already be there. Then you can press the button to say request access, and it’ll just tell you, “Okay, you’ve requested your access and we are going to post an activation code to you”.
It says within seven days – you won’t get it within seven days. We normally tell people to expect it within 10 to 14 days. So, you wait, you see? You sit around and you wait. And then a letter comes through in the post (woohoo!). So, log back into your tax account.
Mine has taken me straight into my business tax summary:
Here we can use the code they sent you to activate Self Assessment.
If you haven’t received the code, give it up to 28 days. If you don’t receive it within 28 days, you can request a new one.
People often request access to Self Assessment, receive the code, without realising they’ve got to do anything with the code because they’ve failed to letter in full. So ensure the first thing you do when you receive the letter is check the expiry date for that code and pop it in your diary – otherwise, the code will evaporate and you’ll have to start again.
Enter the code into the box, and select Get Access. It should take you through to your Self Assessment tax return.
You’ll then be able to view previous tax returns (if an agent has done it for you), make payments, and do anything else you need to do. For musicians and singers, you’ll need access to this in order to get an A1 form (or the equivalent form after Brexit).
If you have any problems then please drop me an email and I will try to help.