Sage Sole Trader

Verified listing

Self Assessment and MTD for Income Tax for people who have never used accounting software

4.0Based on 261 reviews

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Ratings by dimension

Ease of use4.0
Value3.9
Support4.0
Features4.0

Rating distribution

5 stars
108
4 stars
91
3 stars
37
2 stars
15
1 star
10

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Verified reviews for Sage Sole Trader

261 reviews matching your filters

Owen Fairbanks

Founder · 1-10 employees · Marketing and advertising

United Kingdom

5.0

13 Aug 2025

Simple enough for a first timer

The free tier covered everything I needed until I registered for VAT, and HMRC submission went through first time with no error messages. No complaints so far.

Pros

The free tier covered everything I needed until I registered for VAT.

Cons

Reporting is thin if you want anything beyond income and expenses.

Ease of use: 4.0
Value for money: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 2+ years31 found this helpful

Aisha Adeyemi

Management accountant · 51-200 employees · Food and beverage

United Kingdom

5.0

7 Aug 2025

Simple enough for a first timer

HMRC submission went through first time with no error messages, and the tax estimate updates as you go so January is not a shock. No complaints so far.

Pros

HMRC submission went through first time with no error messages.

Cons

You outgrow it the moment you register for VAT.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years31 found this helpful

Richard Lockhart

Practice manager · 1-10 employees · Wholesale

United Kingdom

5.0

6 Aug 2025

Does the MTD job without the ceremony

The free tier covered everything I needed until I registered for VAT. The tax estimate updates as you go so January is not a shock.

Pros

The free tier covered everything I needed until I registered for VAT.

Cons

There is no balance sheet, so my accountant still does a year end job.

Ease of use: 5.0
Value for money: 5.0
Customer service: 4.0
Functionality: 5.0

Used for 2+ years4 found this helpful

Mohammed Thornley

Sole trader · 1-10 employees · Education

United Kingdom

2.0

30 Jul 2025

Does the MTD job without the ceremony

No payroll at all, which caught me out when I took someone on, and you outgrow it the moment you register for VAT. The free tier covered everything I needed until I registered for VAT, which is about the only positive.

Pros

The free tier covered everything I needed until I registered for VAT.

Cons

No payroll at all, which caught me out when I took someone on.

Ease of use: 2.0
Value for money: 3.0
Customer service: 2.0
Functionality: 1.0

Used for 6-12 months19 found this helpful

Gareth Baptiste

Operations manager · 51-200 employees · Professional services

United Kingdom

3.0

25 Jul 2025

Cheap and it files

Mixed. Categorising expenses on the phone while sat in the van works well, but you outgrow it the moment you register for VAT.

Pros

Categorising expenses on the phone while sat in the van works well.

Cons

You outgrow it the moment you register for VAT.

Ease of use: 2.0
Value for money: 2.0
Customer service: 3.0
Functionality: 2.0

Used for 6-12 months33 found this helpful

Sarah Sandhu

Sole trader · 1-10 employees · Healthcare

LinkedIn verifiedUnited Kingdom

4.0

24 Jul 2025

Simple enough for a first timer

HMRC submission went through first time with no error messages, and the tax estimate updates as you go so January is not a shock. Reporting is thin if you want anything beyond income and expenses, but we live with it.

Pros

HMRC submission went through first time with no error messages.

Cons

Reporting is thin if you want anything beyond income and expenses.

Ease of use: 5.0
Value for money: 3.0
Customer service: 5.0
Functionality: 4.0

Used for 2+ years16 found this helpful

Peter Halliwell

Director · 11-50 employees · Property and lettings

United Kingdom

5.0

23 Jul 2025

Fine for a simple trade

The tax estimate updates as you go so January is not a shock, and setup took an evening and I have never used accounting software before. No complaints so far.

Pros

The tax estimate updates as you go so January is not a shock.

Cons

You outgrow it the moment you register for VAT.

Ease of use: 5.0
Value for money: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 2+ years33 found this helpful

Michael Begum

HR manager · 51-200 employees · Accounting

United Kingdom

4.0

19 Jul 2025

Does the MTD job without the ceremony

It does not try to be a full ledger, which is exactly why I can use it. Only real gripe is that you outgrow it the moment you register for VAT.

Pros

It does not try to be a full ledger, which is exactly why I can use it.

Cons

You outgrow it the moment you register for VAT.

Ease of use: 4.0
Value for money: 4.0
Customer service: 4.0
Functionality: 5.0

Used for 2+ years7 found this helpful

Amy Rhodes

HR manager · 201-500 employees · Construction

United Kingdom

4.0

18 Jul 2025

Good starting point, you will move on

My accountant can see the figures without me emailing spreadsheets. Only real gripe is that there is no balance sheet, so my accountant still does a year end job.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

There is no balance sheet, so my accountant still does a year end job.

Ease of use: 4.0
Value for money: 5.0
Customer service: 4.0
Functionality: 3.0

Used for 6-12 months17 found this helpful

Freya Ashworth

Financial controller · 51-200 employees · Charity and non-profit

LinkedIn verifiedUnited Kingdom

5.0

16 Jul 2025

Works for a one person business

HMRC submission went through first time with no error messages. The free tier covered everything I needed until I registered for VAT.

Pros

HMRC submission went through first time with no error messages.

Cons

Importing two years of history from a spreadsheet was fiddly.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months19 found this helpful