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Posted Wed, 29 Nov 2023 17:49:47 GMT by
For some reason my 2022/2023 self assessment records are appearing under a business account within my personal tax account. This is incorrect. All my previous records are under the annual tax summaries in my personal tax account, and I would like the 2022/2023 records to be there also. How can my 2022/2023 records be moved to the correct place within my personal tax account? Also, how can I ensure that my records for future years do not go into a business account?
Posted Wed, 06 Dec 2023 08:47:14 GMT by HMRC Admin 25
Hi davidmzinc davidbmiller,
To add  your Self Assessment to your Personal Tax Account account 
you will would need to remove the service from your Business Tax Account.
Please follow this guidance to  remove a service,
 •    HMRC online services: sign in or set up an account
•    select the radio button 'sign in
•    sign in to your Business Tax Account (BTA)
•    select 'Manage Account' under the 'Business Tax Account' header
•    select 'stop access to a tax, duty or scheme' from the heading ‘Remove a tax, duty or scheme from your account online.
•    if you have more than one service on the account
  you will be asked ‘Which online service do you need to stop using?   select the service you want to remove and
   select ‘continue’.
•    the next page asks, ‘Are you sure you want to remove your organisation’s access?
•    select 'Remove access’.
•    you will see an onscreen confirmation stating, ‘you have removed access to (name of service removed)
•    select ‘continue’.
Then you will need to login to the PTA account 
•    select the link ‘Request access to your Self-Assessment’.
•    they will be asked to prove your identity.
•    select ‘continue’.
•    follow the online prompts to complete the identity check.
Thank you. 

Posted Wed, 06 Dec 2023 18:37:06 GMT by
Thank you - your advice worked.

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