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Sage Sole Trader

Verified listing

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

Ratings by dimension

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

Rating distribution

  • 5 stars108
  • 4 stars91
  • 3 stars37
  • 2 stars15
  • 1 star10

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Verified reviews for Sage Sole Trader

261 reviews matching your filters

Stephen Radcliffe

Director · 11-50 employees · Retail

United Kingdom
4.0

18 Dec 2024

Good starting point, you will move on

Quarterly updates take about ten minutes once the bank feed is set up, and the tax estimate updates as you go so January is not a shock. The mobile app occasionally logs me out mid entry, but we live with it.

Pros

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

Cons

The mobile app occasionally logs me out mid entry.

Ease of use
4.0
Value for money
4.0
Customer service
4.0
Functionality
5.0
Used for 6-12 months29 found this helpful

Stephen Quinn

Management accountant · 201-500 employees · Healthcare

United Kingdom
4.0

17 Dec 2024

Works for a one person business

Setup took an evening and I have never used accounting software before. Only real gripe is that no payroll at all, which caught me out when I took someone on.

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
4.0
Customer service
4.0
Functionality
5.0
Used for 1-2 years5 found this helpful

Andrew Quinn

Financial controller · 51-200 employees · Veterinary

United Kingdom
3.0

16 Dec 2024

Does the MTD job without the ceremony

HMRC submission went through first time with no error messages. That said, importing two years of history from a spreadsheet was fiddly and no payroll at all, which caught me out when I took someone on.

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
3.0
Value for money
4.0
Customer service
3.0
Functionality
2.0
Used for 2+ years29 found this helpful

Laura Vaughan

Owner · 11-50 employees · Property and lettings

United Kingdom
5.0

5 Dec 2024

Good starting point, you will move on

Categorising expenses on the phone while sat in the van works well, and setup took an evening and I have never used accounting software before. 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 Less than 6 months37 found this helpful

Sophie Radcliffe

Company secretary · 201-500 employees · Recruitment

United Kingdom
5.0

5 Dec 2024

Does the MTD job without the ceremony

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

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

Ease of use
4.0
Value for money
4.0
Customer service
5.0
Functionality
5.0
Used for Less than 6 months23 found this helpful

Nicola Ellery

Founder · 11-50 employees · Professional services

United Kingdom
4.0

2 Dec 2024

Cheap and it files

The free tier covered everything I needed until I registered for VAT, and it does not try to be a full ledger, which is exactly why I can use it. No payroll at all, which caught me out when I took someone on, but we live with it.

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
5.0
Value for money
4.0
Customer service
5.0
Functionality
4.0
Used for 1-2 years13 found this helpful

Megan Ashworth

Bookkeeper · 11-50 employees · Professional services

United Kingdom
4.0

27 Nov 2024

Simple enough for a first timer

The free tier covered everything I needed until I registered for VAT, and setup took an evening and I have never used accounting software before. Importing two years of history from a spreadsheet was fiddly, but we live with it.

Pros

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

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
5.0
Used for 6-12 months1 found this helpful

Ruth Okonkwo

Owner · 11-50 employees · Education

United Kingdom
4.0

27 Nov 2024

Does the MTD job without the ceremony

The tax estimate updates as you go so January is not a shock. Only real gripe is that 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
3.0
Value for money
5.0
Customer service
5.0
Functionality
3.0
Used for 1-2 years14 found this helpful

Neil Kowalski

Group financial controller · 1000+ employees · Wholesale

United Kingdom
4.0

20 Nov 2024

Does the MTD job without the ceremony

My accountant can see the figures without me emailing spreadsheets, and setup took an evening and I have never used accounting software before. No payroll at all, which caught me out when I took someone on, but we live with it.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

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

Ease of use
4.0
Value for money
4.0
Customer service
5.0
Functionality
3.0
Used for Less than 6 months25 found this helpful

Michael Holloway

Owner · 1-10 employees · Manufacturing

United Kingdom
4.0

19 Nov 2024

Good starting point, you will move on

Categorising expenses on the phone while sat in the van works well, and it does not try to be a full ledger, which is exactly why I can use it. You outgrow it the moment you register for VAT, but we live with it.

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
4.0
Value for money
5.0
Customer service
4.0
Functionality
3.0
Used for 2+ years21 found this helpful