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

Laura Middleton

Operations manager · 51-200 employees · Recruitment

LinkedIn verifiedUnited Kingdom

4.0

2 Nov 2024

Works for a one person business

Setup took an evening and I have never used accounting software before. Only real gripe is that importing two years of history from a spreadsheet was fiddly.

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: 3.0
Value for money: 3.0
Customer service: 4.0
Functionality: 3.0

Used for 2+ years33 found this helpful

Eleanor Dunmore

Finance manager · 51-200 employees · Recruitment

United Kingdom

5.0

31 Oct 2024

Good starting point, you will move on

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

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: 4.0

Used for Less than 6 months32 found this helpful

Michael Wexford

Owner · 1-10 employees · Hospitality

LinkedIn verifiedUnited Kingdom

5.0

27 Oct 2024

Does the MTD job without the ceremony

The tax estimate updates as you go so January is not a shock, and it does not try to be a full ledger, which is exactly why I can use it. No complaints so far.

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

Used for 1-2 years14 found this helpful

Alan Bramley

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

United Kingdom

5.0

27 Oct 2024

Fine for a simple trade

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

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: 5.0

Used for 6-12 months12 found this helpful

Mohammed Kaur

HR manager · 201-500 employees · Recruitment

United Kingdom

5.0

21 Oct 2024

Does the MTD job without the ceremony

HMRC submission went through first time with no error messages, and my accountant can see the figures without me emailing spreadsheets. 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 2+ years18 found this helpful

Amy Halliwell

Operations manager · 201-500 employees · Construction

LinkedIn verifiedUnited Kingdom

4.0

20 Oct 2024

Fine for a simple trade

Categorising expenses on the phone while sat in the van works well. Only real gripe is that 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: 3.0
Value for money: 4.0
Customer service: 4.0
Functionality: 3.0

Used for Less than 6 months6 found this helpful

Claire Iqbal

Company secretary · 51-200 employees · Professional services

United Kingdom

5.0

19 Oct 2024

Cheap and it files

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

Pros

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

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: 5.0
Functionality: 4.0

Used for 1-2 years32 found this helpful

Craig Osei

Finance director · 1000+ employees · Charity and non-profit

United Kingdom

5.0

15 Oct 2024

Works for a one person business

Quarterly updates take about ten minutes once the bank feed is set up. It does not try to be a full ledger, which is exactly why I can use it.

Pros

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

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 1-2 years8 found this helpful

Daniel Pemberton

Owner · 11-50 employees · IT services

United Kingdom

3.0

13 Oct 2024

Works for a one person business

The free tier covered everything I needed until I registered for VAT. That said, no payroll at all, which caught me out when I took someone on and importing two years of history from a spreadsheet was fiddly.

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: 4.0
Value for money: 3.0
Customer service: 3.0
Functionality: 3.0

Used for Less than 6 months25 found this helpful

Nicola Hargreaves

HR manager · 51-200 employees · Accounting

United Kingdom

3.0

11 Oct 2024

Does the MTD job without the ceremony

Mixed. My accountant can see the figures without me emailing spreadsheets, but no payroll at all, which caught me out when I took someone on.

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: 3.0
Value for money: 4.0
Customer service: 3.0
Functionality: 4.0

Used for 6-12 months5 found this helpful