RIFT Advice

Setting Up An HMRC Personal Tax Account

Have you created your HMRC personal tax account yet? Getting set up means that we’ll be able to get your tax refund done more quickly because we'll be able to access all your pay and tax information direct from HMRC.

If you've not set one up yet and would like us to help you, just give us a call on 01233 628648 and we can talk you through what to do.

16 million people have already activated Personal Tax Account, all you need to do is verify your ID on the government website and set a password to activate your account.

The Benefits

Why Activate Your Personal Tax Account?

The good news for RIFT customers is that once you're all set up you can give us access to see all your pay and tax information directly, which means:

A bigger refund for you

The more information we have about your work and tax, the more evidence we have to build your claim.

Having access to your HMRC Personal Tax Account means there won't be anything we can't include in your claim because you don't have a record of it or can't get hold of the information.

Your Personal Tax Specialist will be able to make sure they have applied every single rule they can to maximise your refund.

A faster refund for you

As soon as you tell us you want to claim again we can log in and see exactly what HMRC have on record for what you earned and how much you tax and National Insurance you paid. This means we can get to work for you right away.

When the new tax year ticks over we'll have everything we need to jump you straight to the head of the queue.

A lower hassle refund for you

This means a lot less work for you because you won't have to send us your payslips and P60s every year and there'll be no hunting for old paperwork, no delays if you've lost old documents or emails and need to get them from old employers, no waiting on the post - or even having to make extra trips to the post office.

A lot less hassle for you all round.


Ways to get my tax refund more quickly

How do I set up my HMRC Personal Tax Account?

  1. Visit the HMRC Personal Tax Account Webpage
  2. Choose the Government Gateway option for your ID check
  3. Verify your identity using:
    Your National Insurance number 
    A recent payslip or P60 or UK Passport

It takes less than 10 minutes and it means you'll get your cash back an average of two weeks faster. It's got to be worth it.

Set up your account

Getting my tax refund quickly

What else can I do with my personal tax account?

HMRC is adding more options all the time to the service. Right now, you can already:

  • Check your Income Tax estimate
  • Easily check your tax code so you can let us know if there are any issues.
  • Check and manage your tax credits.
  • Check your State Pension.
  • Track tax forms you’ve submitted online.
  • Check or update your Marriage Allowance.
  • Tell HMRC about a change of address.
  • Check or update benefits you get from work. For example, company car details and medical insurance, which we'll need to get the most from your tax refund.
  • Find your UTR number if you're self employed.

If you need any help with setting up your Personal Tax Account, or if you have any questions, please get in touch with us.

Our Guarantee

Our guarantee means you'll never lose a penny

When you claim your tax refund with RIFT, our unique RIFT Guarantee means that you don't have to worry about the taxman reclaiming any of your money. So long as you give us full and accurate information, if HMRC disagrees with the amount that we’ve claimed and ask for the money back, we’ll pay it. It won’t cost you a penny.

RIFT Guarantee

Need more help?

Wondering if you can claim a tax refund or need to submit a tax return? Use our online tools to find out if you're owed money by HMRC.

Do I Qualify?

Speak to us 6 days a week.
Mon-Thurs 08:30 - 20:30
Fri 08:30 - 18:00 and Sat 09:00 - 13:00.
RIFT Refunds, RIFT House, 200 Eureka Park,Upper Pemberton, Ashford, Kent, TN25 4AZ

Call us on 01233 628648

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