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

Helen Baptiste

Operations manager · 51-200 employees · Property and lettings

United Kingdom

5.0

22 Jun 2024

Good starting point, you will move on

Categorising expenses on the phone while sat in the van works well, and the free tier covered everything I needed until I registered for VAT. No complaints so far.

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

Used for 2+ years11 found this helpful

Nicola Okonkwo

Management accountant · 51-200 employees · Construction

LinkedIn verifiedUnited Kingdom

2.0

17 Jun 2024

Simple enough for a first timer

You outgrow it the moment you register for VAT, and the mobile app occasionally logs me out mid entry. 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

You outgrow it the moment you register for VAT.

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

Used for Less than 6 months34 found this helpful

Michael Halliwell

Sole trader · 11-50 employees · Education

LinkedIn verifiedUnited Kingdom

2.0

9 Jun 2024

Works for a one person business

You outgrow it the moment you register for VAT, and the mobile app occasionally logs me out mid entry. 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

You outgrow it the moment you register for VAT.

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

Used for Less than 6 months14 found this helpful

Megan Mackenzie

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

United Kingdom

3.0

7 Jun 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 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: 4.0
Customer service: 3.0
Functionality: 4.0

Used for Less than 6 months21 found this helpful

Louise Bramley

Director · 11-50 employees · Wholesale

LinkedIn verifiedUnited Kingdom

5.0

1 Jun 2024

Simple enough for a first timer

Categorising expenses on the phone while sat in the van works well, and the free tier covered everything I needed until I registered for VAT. 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: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 4.0

Used for 6-12 months23 found this helpful

Emma Middleton

Office manager · 11-50 employees · Marketing and advertising

United Kingdom

4.0

31 May 2024

Does the MTD job without the ceremony

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

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

Ease of use: 5.0
Value for money: 3.0
Customer service: 3.0
Functionality: 4.0

Used for 6-12 months16 found this helpful

Katie Baptiste

Bookkeeper · 11-50 employees · Legal services

United Kingdom

5.0

31 May 2024

Good starting point, you will move on

HMRC submission went through first time with no error messages. Categorising expenses on the phone while sat in the van works well.

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

Used for 6-12 months28 found this helpful

Neil Iqbal

Practice manager · 11-50 employees · Veterinary

United Kingdom

3.0

29 May 2024

Simple enough for a first timer

Categorising expenses on the phone while sat in the van works well. That said, importing two years of history from a spreadsheet was fiddly and you outgrow it the moment you register for VAT.

Pros

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

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: 3.0

Used for 6-12 months7 found this helpful

Rebecca Whitfield

Practice manager · 11-50 employees · Logistics and transport

United Kingdom

4.0

28 May 2024

Fine for a simple trade

The tax estimate updates as you go so January is not a shock, and my accountant can see the figures without me emailing spreadsheets. Importing two years of history from a spreadsheet was fiddly, but we live with it.

Pros

The tax estimate updates as you go so January is not a shock.

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: 4.0

Used for 2+ years1 found this helpful

Ian Halliwell

Director · 1-10 employees · IT services

United Kingdom

3.0

27 May 2024

Cheap and it files

Mixed. The free tier covered everything I needed until I registered for VAT, but no payroll at all, which caught me out when I took someone on.

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

Used for Less than 6 months30 found this helpful