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

Ruth Hargreaves

Sole trader · 11-50 employees · Recruitment

LinkedIn verifiedUnited Kingdom

5.0

15 Apr 2025

Fine for a simple trade

HMRC submission went through first time with no error messages, and quarterly updates take about ten minutes once the bank feed is set up. No complaints so far.

Pros

HMRC submission went through first time with no error messages.

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: 5.0
Functionality: 5.0

Used for 2+ years16 found this helpful

Callum Trelawny

Director · 1-10 employees · Recruitment

United Kingdom

2.0

12 Apr 2025

Sorted my quarterly updates

Importing two years of history from a spreadsheet was fiddly, and reporting is thin if you want anything beyond income and expenses. Setup took an evening and I have never used accounting software before, which is about the only positive.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for 2+ years6 found this helpful

Freya Cavendish

Financial controller · 201-500 employees · Food and beverage

United Kingdom

5.0

12 Apr 2025

Simple enough for a first timer

Categorising expenses on the phone while sat in the van works well. Quarterly updates take about ten minutes once the bank feed is set up.

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

Used for 1-2 years

Nicola Nasir

Director · 1-10 employees · Property and lettings

United Kingdom

4.0

8 Apr 2025

Simple enough for a first timer

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. Importing two years of history from a spreadsheet was fiddly, but we live with it.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for 1-2 years22 found this helpful

Craig Pemberton

HR manager · 51-200 employees · Food and beverage

United Kingdom

5.0

29 Mar 2025

Simple enough for a first timer

Categorising expenses on the phone while sat in the van works well. It does not try to be a full ledger, which is exactly why I can use it.

Pros

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

Cons

The mobile app occasionally logs me out mid entry.

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

Used for Less than 6 months24 found this helpful

Mohammed Corrigan

Director · 1-10 employees · Legal services

LinkedIn verifiedUnited Kingdom

5.0

18 Mar 2025

Good starting point, you will move on

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

Pros

My accountant can see the figures without me emailing spreadsheets.

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 2+ years33 found this helpful

Olivia Baptiste

Founder · 11-50 employees · Retail

United Kingdom

1.0

15 Mar 2025

Fine for a simple trade

You outgrow it the moment you register for VAT. There is no balance sheet, so my accountant still does a year end job. Looking at alternatives.

Pros

HMRC submission went through first time with no error messages.

Cons

You outgrow it the moment you register for VAT.

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

Used for Less than 6 months27 found this helpful

Olivia Vaughan

Finance director · 1000+ employees · Engineering

United Kingdom

5.0

12 Mar 2025

Simple enough for a first timer

Setup took an evening and I have never used accounting software before, and categorising expenses on the phone while sat in the van works well. No complaints so far.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for 6-12 months33 found this helpful

Mark Colquhoun

Bookkeeper · 1-10 employees · Construction

United Kingdom

4.0

11 Mar 2025

Cheap and it files

Setup took an evening and I have never used accounting software before. Only real gripe is that reporting is thin if you want anything beyond income and expenses.

Pros

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

Cons

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

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

Used for Less than 6 months18 found this helpful

Emma Okonkwo

Sole trader · 11-50 employees · Professional services

LinkedIn verifiedUnited Kingdom

5.0

5 Mar 2025

Sorted my quarterly updates

Categorising expenses on the phone while sat in the van works well, and quarterly updates take about ten minutes once the bank feed is set up. No complaints so far.

Pros

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

Cons

The mobile app occasionally logs me out mid entry.

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

Used for 2+ years26 found this helpful