In order to create a personal tax account, you will need the following information:

• Your National Insurance (NI) number
• Your Passport, driving license or a recent P60

18 simple steps to create a personal tax account

Step 1 – Set up or create a personal tax account

For creating personal tax account, you will need to start the process by visiting www.gov.uk/personal-tax-account and click on the “Start Now” button.

STEP 2 – Prove your identity

Select the “create an account” option and select continue.

Step 3 – Create an account

In this step, you will have to choose how to register. Most clients find the “Government Gateway” option more manageable so select the “Create a Government Gateway account” option.
The next screen might present you with COVID-19 guidance. If you see this guidance, select the “continue to your account” option on the bottom of the page.

Step 4 – Create sign in details

Select the “Set up a user ID” option on this page

Step 5 – Enter your email address

Enter your email address and select continue.

Step 6 – Confirm your email

HMRC would have emailed you a code to verify your email. Check the code and enter it in this section and select continue. Select continue on the following screen as well.

Step 7 – Provide your name

Enter your name and select continue.

Step 8 – Create a password

Create a password, then confirm the password and select continue

Step 9 – Set up a recovery phrase

Select continue to provide a recovery phrase. This is used in case you forget your password for your personal tax account. Once you’ve entered the recovery word select continue.

Step 10 – Make a note of your User ID

You will now receive your User ID on screen. Make a note of this User ID. You should also receive this by email.

Step 11- Chose the type of account

Select the “Individual” option and then select continue.

Step 12 – Set up additional security

On the next screens, you will need to set up additional security. The easiest option to secure a personal tax account is to set up text message security. Select text message and select continue.

Step 13 – Enter mobile number

Now enter the mobile number and select continue

Step 14 – Enter the access code

Enter the access code you would have received via text message and select continue. Your personal tax account gateway has now been set up. You now need to complete a few more steps.

Step 15 – Confirm who you are

HMRC will now ask you for a few details to match the records. Please enter the details and select the continue button when complete.

Step 16 – Choose a way to identify you

Here you can choose any of the options available to you for the purposes of your personal account identification. In most cases, a UK passport might be the easiest option. Then select Continue to provide consent to share information and select continue again.

Step 17 – Enter your passport information

In this step, enter your details exactly as they appear on your passport. Once completed, select continue. If the information is correct, you will see a message saying “We have confirmed your identity”. Select continue.

Step 18 – Choose if you want to go paperless

Final step! Select whether you want to go paperless and select continue.

You should now have access to your Government Gateway account. If you need an expert accountant’s assistance,

Book a free consultation with our certified personal tax accountant

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