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

Stephen Fairbanks

Practice manager · 11-50 employees · Retail

United Kingdom

3.0

18 Jun 2025

Fine for a simple trade

HMRC submission went through first time with no error messages. That said, reporting is thin if you want anything beyond income and expenses and the mobile app occasionally logs me out mid entry.

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: 2.0
Value for money: 3.0
Customer service: 3.0
Functionality: 3.0

Used for Less than 6 months33 found this helpful

Priya Marsden

Sole trader · 1-10 employees · Fitness and leisure

United Kingdom

5.0

17 Jun 2025

Fine for a simple trade

The tax estimate updates as you go so January is not a shock, and my accountant can see the figures without me emailing spreadsheets. No complaints so far.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for 2+ years35 found this helpful

Freya Whitfield

Owner · 1-10 employees · Veterinary

United Kingdom

4.0

13 Jun 2025

Sorted my quarterly updates

Setup took an evening and I have never used accounting software before. Only real gripe is that there is no balance sheet, so my accountant still does a year end job.

Pros

Setup took an evening and I have never used accounting software before.

Cons

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

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

Used for 6-12 months11 found this helpful

Zoe Marsden

Director · 1-10 employees · Legal services

LinkedIn verifiedUnited Kingdom

5.0

13 Jun 2025

Fine for a simple trade

Quarterly updates take about ten minutes once the bank feed is set up. Setup took an evening and I have never used accounting software before.

Pros

Quarterly updates take about ten minutes once the bank feed is set up.

Cons

You outgrow it the moment you register for VAT.

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

Used for 2+ years2 found this helpful

Rachel Osei

Owner · 11-50 employees · Wholesale

LinkedIn verifiedUnited Kingdom

5.0

8 Jun 2025

Simple enough for a first timer

Quarterly updates take about ten minutes once the bank feed is set up, and it does not try to be a full ledger, which is exactly why I can use it. No complaints so far.

Pros

Quarterly updates take about ten minutes once the bank feed is set up.

Cons

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

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

Used for 1-2 years36 found this helpful

James Thornley

Practice manager · 1-10 employees · Engineering

United Kingdom

3.0

30 May 2025

Fine for a simple trade

Mixed. Categorising expenses on the phone while sat in the van works well, but reporting is thin if you want anything beyond income and expenses.

Pros

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

Cons

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

Ease of use: 4.0
Value for money: 3.0
Customer service: 2.0
Functionality: 3.0

Used for Less than 6 months10 found this helpful

Rachel Nasir

Owner · 11-50 employees · Logistics and transport

United Kingdom

4.0

27 May 2025

Sorted my quarterly updates

Categorising expenses on the phone while sat in the van works well. Only real gripe is that importing two years of history from a spreadsheet was fiddly.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for 2+ years6 found this helpful

Richard Nasir

Owner · 1-10 employees · Property and lettings

United Kingdom

5.0

26 May 2025

Works for a one person business

Setup took an evening and I have never used accounting software before, and the free tier covered everything I needed until I registered for VAT. No complaints so far.

Pros

Setup took an evening and I have never used accounting software before.

Cons

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

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

Used for 2+ years23 found this helpful

Freya Ashworth

Director · 1-10 employees · Manufacturing

United Kingdom

4.0

24 May 2025

Cheap and it files

It does not try to be a full ledger, which is exactly why I can use it, and my accountant can see the figures without me emailing spreadsheets. Importing two years of history from a spreadsheet was fiddly, but we live with it.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for 1-2 years4 found this helpful

Aisha Devlin

Operations manager · 51-200 employees · Food and beverage

LinkedIn verifiedUnited Kingdom

4.0

24 May 2025

Cheap and it files

Setup took an evening and I have never used accounting software before, and the tax estimate updates as you go so January is not a shock. You outgrow it the moment you register for VAT, but we live with it.

Pros

Setup took an evening and I have never used accounting software before.

Cons

You outgrow it the moment you register for VAT.

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

Used for 2+ years13 found this helpful