This step by step guide to setting up a HMRC Personal Tax Account which will allow doctors to claim a tax rebate on expenses such as GMC BMA MDU MPS and exam fees.
Here we show you how to set up your Personal Tax Account with HMRC. Once setup you can download our step by step guide to claiming a doctors tax rebate here.
Before you start you will need to gather the following:
Your National Insurance Number
A recent payslip or your P60 (both of which should also contain your National Insurance Number) or your Passport
Once you have that, go to
Click start now and choose how you wish to verify your identity.
If you already have a Government Gateway User ID then select the top option. We will assume that you do not already have one. In which case, select this bottom option
Make sure you have your National Insurance Number and either a recent payslip or your passport to hand and “Create a Government Gateway account”
Select “Set up a user ID” at the bottom of the page.
Select “No” – you are not an agent
Choose “Individual” account
In the second part of HMRC’s attempts to check your identity you will be asked to choose one of three options shown. Depending on which one you choose you will then be asked two further questions. For example, if you choose the P60 option you will be asked to enter in the total amount of National Insurance you paid in the year and then the total pay shown on the P60. If you choose the UK Passport option you will be asked for your the name on your passport, your passport number and the expiry date.
After you have completed this you can now sign into your personal tax account.
Now head to https://www.medicsmoney.co.uk/free-guide/ to download our step by step guide
The guidance contained in this document has been prepared by Medics Money Limited to provide general information only to assist junior doctors with claiming tax relief on their professional expenses incurred in their duties as trainee doctors. The material does not constitute investment, tax, legal or any other form of advice. You should not rely on this information to make (or refrain from making) any decisions. This guidance does not take into account specific circumstances and is for general guidance only. Always obtain independent, professional advice for your own particular situation.
This document has been prepared based on the law, regulations, judicial interpretations and guidance applying as of the date stated on the front cover of the document. Any advice contained in this document is subject to any subsequent changes in law, regulations, judicial interpretations or guidance.
Please note that not everyone will be due a repayment and in some instances tax will be payable – this is usually the case if payroll departments have not deducted the correct amounts of tax under the “Pay As You Earn” system. Medics Money excepts no liability if tax is due to HMRC. Any repayment due to you will be reduced if previous repayments have been made or if your “tax code” has already been altered to take into account your professional expenses.
Medics Money Limited is a limited company registered in England under registered number 09062977, with its registered address at The Victoria, 25 St Pancras, Chichester, West Sussex, PO19 7LT.