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

Katie Bramley

Owner · 1-10 employees · Legal services

LinkedIn verifiedUnited Kingdom

5.0

23 May 2024

Simple enough for a first timer

My accountant can see the figures without me emailing spreadsheets, and HMRC submission went through first time with no error messages. No complaints so far.

Pros

My accountant can see the figures without me emailing spreadsheets.

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 Less than 6 months26 found this helpful

Paul Rhodes

Company secretary · 51-200 employees · Logistics and transport

United Kingdom

5.0

19 May 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

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 years28 found this helpful

Owen Colquhoun

Sole trader · 11-50 employees · Engineering

LinkedIn verifiedUnited Kingdom

3.0

18 May 2024

Good starting point, you will move on

Setup took an evening and I have never used accounting software before. That said, you outgrow it the moment you register for VAT and there is no balance sheet, so my accountant still does a year end job.

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

Used for Less than 6 months6 found this helpful

Adam Kowalski

HR manager · 51-200 employees · IT services

United Kingdom

5.0

17 May 2024

Cheap and it files

My accountant can see the figures without me emailing spreadsheets, and it does not try to be a full ledger, which is exactly why I can use it. No complaints so far.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for 1-2 years7 found this helpful

Stephen Bramley

Head of payroll · 501-1000 employees · Healthcare

United Kingdom

5.0

16 May 2024

Sorted my quarterly updates

The free tier covered everything I needed until I registered for VAT. The tax estimate updates as you go so January is not a shock.

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: 5.0
Customer service: 4.0
Functionality: 5.0

Used for Less than 6 months37 found this helpful

Ian Ferreira

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

United Kingdom

4.0

11 May 2024

Cheap and it files

Quarterly updates take about ten minutes once the bank feed is set up. Only real gripe is that there is no balance sheet, so my accountant still does a year end job.

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

Used for 2+ years33 found this helpful

Mohammed Thornley

Systems accountant · 1000+ employees · Manufacturing

United Kingdom

2.0

9 May 2024

Cheap and it files

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

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

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

Used for 2+ years39 found this helpful

Daniel Thornley

Founder · 11-50 employees · Veterinary

United Kingdom

5.0

9 May 2024

Does the MTD job without the ceremony

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 complaints so far.

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

Used for Less than 6 months25 found this helpful

James Rhodes

Office manager · 1-10 employees · Fitness and leisure

LinkedIn verifiedUnited Kingdom

2.0

3 May 2024

Cheap and it files

You outgrow it the moment you register for VAT, and there is no balance sheet, so my accountant still does a year end job. Quarterly updates take about ten minutes once the bank feed is set up, which is about the only positive.

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: 1.0
Value for money: 2.0
Customer service: 3.0
Functionality: 1.0

Used for Less than 6 months14 found this helpful

Emma Halliwell

Bookkeeper · 1-10 employees · Professional services

United Kingdom

4.0

29 Apr 2024

Sorted my quarterly updates

The tax estimate updates as you go so January is not a shock. Only real gripe is that you outgrow it the moment you register for VAT.

Pros

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

Cons

You outgrow it the moment you register for VAT.

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

Used for 1-2 years27 found this helpful