HMRC Personal Tax Account beta assessment report

Imported from official source

This service aims to solve the problem of 

The Personal Tax Account is non-transactional but enables easy access to other digital services offered to individual HMRC customers.This service aims to solve the problem of being able to find the service needed to complete any given interaction with HMRC, by putting them all in a single place accessible via a single login.   

The PTA has been active for a number of years in a tiled design, the scope of this assessment is to review the change to move to a tabular design as supported by User Research. 

This service is for… any individuals within the United Kingdom tax authorities as an individual. 

National Insurance customers (either to access their National Insurance number or to see years qualifying for State Pension 

The team demonstrated a strong commitment to evidence based design throughout the project. It was impressive to see how the tabular design evolved in response to research conducted throughout discovery and alpha. It was encouraging to see the use of mixed methodologies in private beta to test and iterate designs through interviews, unmoderated testing and surveys. 

The team demonstrated a strong understanding of service performance, using baseline data and performance insight to inform service design and improvement decisions. 

The service was rated green for point 1 of the Standard. 

The service was rated green for point 2 of the Standard. 

3. Provide a joined-up experience across all channels 

The service was rated green for point 3 of the Standard. 

The service was rated amber for point 4 of the Standard. 

●   due to low numbers of testing on mobile devices, the team is encouraged to increase the number of mobile testing. 

5. Make sure everyone can use the service  

The service was rated green for point 5 of the Standard. 

The service was rated green for point 6 of the Standard. 

The service was rated green for point 7 of the Standard. 

The service was rated green for point 8 of the Standard. 

This is an extract. The publication continues at the source.

Contains public sector information licensed under the Open Government Licence v3.0. Licence

Read the original at the source: https://www.gov.uk/service-standard-reports/hmrc-personal-tax-account-beta-assessment-report

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October 12, 2026 10:00
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