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

James Ashworth

Operations manager · 201-500 employees · Retail

United Kingdom

5.0

16 Aug 2024

Fine for a simple trade

My accountant can see the figures without me emailing spreadsheets. Setup took an evening and I have never used accounting software before.

Pros

My accountant can see the figures without me emailing spreadsheets.

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 6-12 months33 found this helpful

David Nasir

Payroll manager · 201-500 employees · Hospitality

United Kingdom

5.0

15 Aug 2024

Cheap and it files

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

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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months1 found this helpful

Alan Bramley

Bookkeeper · 1-10 employees · Veterinary

United Kingdom

5.0

12 Aug 2024

Good starting point, you will move on

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

Pros

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

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 Less than 6 months6 found this helpful

Priya Ferreira

Owner · 1-10 employees · Veterinary

United Kingdom

5.0

12 Aug 2024

Does the MTD job without the ceremony

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

Used for 1-2 years

Fiona Whitfield

Financial controller · 51-200 employees · Fitness and leisure

United Kingdom

2.0

25 Jul 2024

Works for a one person business

Importing two years of history from a spreadsheet was fiddly, and no payroll at all, which caught me out when I took someone on. It does not try to be a full ledger, which is exactly why I can use it, which is about the only positive.

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

Used for Less than 6 months

David Dunmore

HR director · 501-1000 employees · Food and beverage

United Kingdom

4.0

23 Jul 2024

Works for a one person business

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: 4.0
Customer service: 4.0
Functionality: 5.0

Used for 2+ years28 found this helpful

Peter Dunmore

HR director · 501-1000 employees · Retail

United Kingdom

5.0

22 Jul 2024

Sorted my quarterly updates

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

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: 5.0

Used for 6-12 months9 found this helpful

Amy Ainsley

Office manager · 1-10 employees · Hospitality

LinkedIn verifiedUnited Kingdom

5.0

17 Jul 2024

Sorted my quarterly updates

The free tier covered everything I needed until I registered for VAT. Categorising expenses on the phone while sat in the van works well.

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

Used for 6-12 months15 found this helpful

Peter Nowak

Bookkeeper · 11-50 employees · Retail

United Kingdom

1.0

17 Jul 2024

Does the MTD job without the ceremony

Reporting is thin if you want anything beyond income and expenses. There is no balance sheet, so my accountant still does a year end job. Looking at alternatives.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

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

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

Used for Less than 6 months16 found this helpful

Mark Rhodes

Management accountant · 201-500 employees · Healthcare

United Kingdom

5.0

25 Jun 2024

Works for a one person business

Setup took an evening and I have never used accounting software before. The free tier covered everything I needed until I registered for VAT.

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

Used for 1-2 years18 found this helpful