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

Ian Whitfield

Practice manager · 11-50 employees · Property and lettings

United Kingdom

5.0

22 Sep 2024

Fine for a simple trade

The free tier covered everything I needed until I registered for VAT, and my accountant can see the figures without me emailing spreadsheets. No complaints so far.

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: 5.0
Customer service: 4.0
Functionality: 5.0

Used for 1-2 years9 found this helpful

Katie Corrigan

Director · 11-50 employees · Food and beverage

LinkedIn verifiedUnited Kingdom

5.0

20 Sep 2024

Simple enough for a first timer

HMRC submission went through first time with no error messages, and setup took an evening and I have never used accounting software before. No complaints so far.

Pros

HMRC submission went through first time with no error messages.

Cons

The mobile app occasionally logs me out mid entry.

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

Used for 1-2 years32 found this helpful

Rebecca Whitfield

Director · 1-10 employees · Manufacturing

LinkedIn verifiedUnited Kingdom

3.0

18 Sep 2024

Cheap and it files

Mixed. Quarterly updates take about ten minutes once the bank feed is set up, but reporting is thin if you want anything beyond income and expenses.

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: 4.0
Value for money: 3.0
Customer service: 4.0
Functionality: 2.0

Used for 2+ years16 found this helpful

Ian Devlin

Sole trader · 11-50 employees · Charity and non-profit

United Kingdom

3.0

10 Sep 2024

Works for a one person business

HMRC submission went through first time with no error messages. That said, importing two years of history from a spreadsheet was fiddly and reporting is thin if you want anything beyond income and expenses.

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: 3.0
Customer service: 3.0
Functionality: 3.0

Used for 2+ years13 found this helpful

Charlotte Ainsley

Operations manager · 51-200 employees · Education

United Kingdom

4.0

8 Sep 2024

Sorted my quarterly updates

Quarterly updates take about ten minutes once the bank feed is set up. Only real gripe is that you outgrow it the moment you register for VAT.

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

Used for 1-2 years9 found this helpful

Stephen Hargreaves

Group financial controller · 501-1000 employees · Hospitality

United Kingdom

4.0

7 Sep 2024

Sorted my quarterly updates

The free tier covered everything I needed until I registered for VAT. Only real gripe is that importing two years of history from a spreadsheet was fiddly.

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: 3.0
Value for money: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 6-12 months25 found this helpful

Priya Kaur

Founder · 11-50 employees · Logistics and transport

United Kingdom

5.0

6 Sep 2024

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

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: 5.0

Used for Less than 6 months33 found this helpful

Emma Cavendish

Office manager · 1-10 employees · Wholesale

United Kingdom

3.0

23 Aug 2024

Sorted my quarterly updates

Mixed. Quarterly updates take about ten minutes once the bank feed is set up, but no payroll at all, which caught me out when I took someone on.

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: 4.0
Value for money: 2.0
Customer service: 3.0
Functionality: 2.0

Used for Less than 6 months36 found this helpful

David Kaur

Finance manager · 201-500 employees · Food and beverage

United Kingdom

5.0

20 Aug 2024

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 categorising expenses on the phone while sat in the van works well. No complaints so far.

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

Used for 2+ years30 found this helpful

Michael Marsden

Practice manager · 1-10 employees · Recruitment

United Kingdom

5.0

17 Aug 2024

Fine for a simple trade

Quarterly updates take about ten minutes once the bank feed is set up. My accountant can see the figures without me emailing spreadsheets.

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: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 2+ years24 found this helpful