Sage Sole Trader

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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

Emma Nowak

Practice manager · 11-50 employees · Hospitality

LinkedIn verifiedUnited Kingdom

5.0

23 May 2025

Simple enough for a first timer

Categorising expenses on the phone while sat in the van works well. HMRC submission went through first time with no error messages.

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: 5.0
Customer service: 5.0
Functionality: 4.0

Used for 6-12 months28 found this helpful

Rebecca Fairbanks

Operations manager · 201-500 employees · Engineering

United Kingdom

4.0

21 May 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, and the tax estimate updates as you go so January is not a shock. No payroll at all, which caught me out when I took someone on, but we live with it.

Pros

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

Cons

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

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

Used for 2+ years4 found this helpful

Kevin Middleton

Owner · 1-10 employees · Charity and non-profit

United Kingdom

5.0

19 May 2025

Simple enough for a first timer

It does not try to be a full ledger, which is exactly why I can use it. HMRC submission went through first time with no error messages.

Pros

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

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 Less than 6 months37 found this helpful

Peter Hargreaves

Director · 11-50 employees · Legal services

United Kingdom

5.0

12 May 2025

Good starting point, you will move on

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

Pros

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

Cons

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

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

Used for 1-2 years2 found this helpful

Amy Begum

Management accountant · 51-200 employees · Construction

United Kingdom

3.0

6 May 2025

Works for a one person business

Categorising expenses on the phone while sat in the van works well. That said, no payroll at all, which caught me out when I took someone on and there is no balance sheet, so my accountant still does a year end job.

Pros

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

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: 3.0
Functionality: 4.0

Used for 6-12 months3 found this helpful

Thomas Vaughan

Payroll manager · 201-500 employees · Manufacturing

LinkedIn verifiedUnited Kingdom

4.0

5 May 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 the mobile app occasionally logs me out mid entry.

Pros

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

Cons

The mobile app occasionally logs me out mid entry.

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

Used for 6-12 months28 found this helpful

Ruth Sinclair

Operations manager · 201-500 employees · Marketing and advertising

LinkedIn verifiedUnited Kingdom

5.0

2 May 2025

Cheap and it files

The tax estimate updates as you go so January is not a shock. Quarterly updates take about ten minutes once the bank feed is set up.

Pros

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

Cons

The mobile app occasionally logs me out mid entry.

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

Used for 6-12 months27 found this helpful

Gareth Ashworth

Practice manager · 1-10 employees · Education

LinkedIn verifiedUnited Kingdom

3.0

29 Apr 2025

Good starting point, you will move on

Mixed. The tax estimate updates as you go so January is not a shock, but reporting is thin if you want anything beyond income and expenses.

Pros

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

Cons

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

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

Used for 6-12 months26 found this helpful

Rebecca Vaughan

Practice manager · 11-50 employees · Legal services

United Kingdom

5.0

27 Apr 2025

Good starting point, you will move on

The tax estimate updates as you go so January is not a shock. My accountant can see the figures without me emailing spreadsheets.

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: 4.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 6-12 months22 found this helpful

Nicola Adeyemi

Company secretary · 201-500 employees · Veterinary

United Kingdom

4.0

20 Apr 2025

Sorted my quarterly updates

The free tier covered everything I needed until I registered for VAT. Only real gripe is that reporting is thin if you want anything beyond income and expenses.

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: 3.0
Customer service: 5.0
Functionality: 3.0

Used for 6-12 months25 found this helpful