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Sage Sole Trader

Verified listing

Self Assessment and MTD for Income Tax for people who have never used accounting software

Ratings by dimension

  • Ease of use4.0
  • Value3.9
  • Support4.0
  • Features4.0

Rating distribution

  • 5 stars108
  • 4 stars91
  • 3 stars37
  • 2 stars15
  • 1 star10

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Verified reviews for Sage Sole Trader

261 reviews matching your filters

Laura Sinclair

Founder · 11-50 employees · Charity and non-profit

United Kingdom
3.0

16 Mar 2024

Sorted my quarterly updates

Mixed. The free tier covered everything I needed until I registered for VAT, but you outgrow it the moment you register for VAT.

Pros

The free tier covered everything I needed until I registered for VAT.

Cons

You outgrow it the moment you register for VAT.

Ease of use
3.0
Value for money
3.0
Customer service
4.0
Functionality
3.0
Used for 2+ years17 found this helpful

Sarah Kaur

Practice manager · 11-50 employees · Fitness and leisure

United Kingdom
4.0

16 Mar 2024

Good starting point, you will move on

Quarterly updates take about ten minutes once the bank feed is set up, and it does not try to be a full ledger, which is exactly why I can use it. 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
3.0
Value for money
4.0
Customer service
4.0
Functionality
5.0
Used for 2+ years38 found this helpful

David Adeyemi

Systems accountant · 501-1000 employees · Construction

United Kingdom
2.0

12 Mar 2024

Works for a one person business

Reporting is thin if you want anything beyond income and expenses, and you outgrow it the moment you register for VAT. 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
2.0
Customer service
2.0
Functionality
2.0
Used for Less than 6 months

Owen Vaughan

Owner · 1-10 employees · Hospitality

United Kingdom
5.0

12 Mar 2024

Good starting point, you will move on

Setup took an evening and I have never used accounting software before, and categorising expenses on the phone while sat in the van works well. No complaints so far.

Pros

Setup took an evening and I have never used accounting software before.

Cons

The mobile app occasionally logs me out mid entry.

Ease of use
5.0
Value for money
5.0
Customer service
4.0
Functionality
5.0
Used for 6-12 months21 found this helpful

Paul Trelawny

Sole trader · 11-50 employees · Fitness and leisure

LinkedIn verifiedUnited Kingdom
3.0

12 Mar 2024

Good starting point, you will move on

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

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
4.0
Value for money
2.0
Customer service
2.0
Functionality
3.0
Used for Less than 6 months1 found this helpful

Hannah Fairbanks

Bookkeeper · 1-10 employees · Education

United Kingdom
5.0

10 Mar 2024

Works for a one person business

HMRC submission went through first time with no error messages, and the tax estimate updates as you go so January is not a shock. 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 6-12 months9 found this helpful

Callum Sinclair

Office manager · 11-50 employees · Healthcare

United Kingdom
5.0

4 Mar 2024

Cheap and it files

The tax estimate updates as you go so January is not a shock, and my accountant can see the figures without me emailing spreadsheets. 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
5.0
Value for money
5.0
Customer service
5.0
Functionality
4.0
Used for 2+ years26 found this helpful

Andrew Bhatti

Head of finance · 1000+ employees · Fitness and leisure

LinkedIn verifiedUnited Kingdom
4.0

29 Feb 2024

Good starting point, you will move on

Categorising expenses on the phone while sat in the van works well, and it does not try to be a full ledger, which is exactly why I can use it. You outgrow it the moment you register for VAT, but we live with it.

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
4.0
Value for money
4.0
Customer service
4.0
Functionality
4.0
Used for Less than 6 months37 found this helpful

Simon Devlin

Sole trader · 11-50 employees · Marketing and advertising

United Kingdom
2.0

26 Feb 2024

Simple enough for a first timer

The mobile app occasionally logs me out mid entry, and there is no balance sheet, so my accountant still does a year end job. 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

The mobile app occasionally logs me out mid entry.

Ease of use
2.0
Value for money
3.0
Customer service
2.0
Functionality
2.0
Used for 1-2 years35 found this helpful

Kevin Fairbanks

Founder · 1-10 employees · Manufacturing

United Kingdom
5.0

18 Feb 2024

Does the MTD job without the ceremony

Categorising expenses on the phone while sat in the van works well, and the tax estimate updates as you go so January is not a shock. 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
4.0
Customer service
5.0
Functionality
5.0
Used for 1-2 years37 found this helpful