Sage Sole Trader

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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

Fiona Middleton

Head of payroll · 501-1000 employees · Marketing and advertising

United Kingdom

2.0

23 Mar 2026

Simple enough for a first timer

No payroll at all, which caught me out when I took someone on, and reporting is thin if you want anything beyond income and expenses. The tax estimate updates as you go so January is not a shock, which is about the only positive.

Pros

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

Cons

No payroll at all, which caught me out when I took someone on.

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

Used for 2+ years37 found this helpful

Owen Fairbanks

Sole trader · 1-10 employees · Veterinary

United Kingdom

5.0

19 Mar 2026

Good starting point, you will move on

The free tier covered everything I needed until I registered for VAT. HMRC submission went through first time with no error messages.

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: 4.0
Customer service: 4.0
Functionality: 5.0

Used for 6-12 months32 found this helpful

Katie Nowak

Operations manager · 51-200 employees · Legal services

LinkedIn verifiedUnited Kingdom

3.0

15 Mar 2026

Simple enough for a first timer

Categorising expenses on the phone while sat in the van works well. That said, reporting is thin if you want anything beyond income and expenses and no payroll at all, which caught me out when I took someone on.

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

Used for 6-12 months35 found this helpful

Sarah Bhatti

Bookkeeper · 11-50 employees · Recruitment

United Kingdom

4.0

12 Mar 2026

Sorted my quarterly updates

HMRC submission went through first time with no error messages. Only real gripe is that there is no balance sheet, so my accountant still does a year end job.

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: 3.0
Customer service: 3.0
Functionality: 5.0

Used for 2+ years12 found this helpful

Neil Begum

Payroll manager · 51-200 employees · Charity and non-profit

United Kingdom

4.0

8 Mar 2026

Simple enough for a first timer

The free tier covered everything I needed until I registered for VAT. Only real gripe is that the mobile app occasionally logs me out mid entry.

Pros

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

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: 4.0

Used for 2+ years6 found this helpful

Owen Fairbanks

Practice manager · 11-50 employees · Hospitality

United Kingdom

5.0

7 Mar 2026

Does the MTD job without the ceremony

The free tier covered everything I needed until I registered for VAT. It does not try to be a full ledger, which is exactly why I can use it.

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: 5.0
Functionality: 4.0

Used for 6-12 months37 found this helpful

Rachel Radcliffe

Bookkeeper · 11-50 employees · Food and beverage

United Kingdom

4.0

2 Mar 2026

Cheap and it files

HMRC submission went through first time with no error messages. Only real gripe is that the mobile app occasionally logs me out mid entry.

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: 4.0
Functionality: 3.0

Used for 2+ years1 found this helpful

Alan Ferreira

HR manager · 201-500 employees · Construction

United Kingdom

3.0

25 Feb 2026

Works for a one person business

My accountant can see the figures without me emailing spreadsheets. That said, the mobile app occasionally logs me out mid entry and importing two years of history from a spreadsheet was fiddly.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

The mobile app occasionally logs me out mid entry.

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

Used for Less than 6 months30 found this helpful

Claire Sandhu

Sole trader · 11-50 employees · Construction

United Kingdom

4.0

24 Feb 2026

Works for a one person business

Setup took an evening and I have never used accounting software before. Only real gripe is that 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

There is no balance sheet, so my accountant still does a year end job.

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

Used for 2+ years9 found this helpful

Rebecca Pemberton

Founder · 1-10 employees · Healthcare

United Kingdom

1.0

20 Feb 2026

Fine for a simple trade

You outgrow it the moment you register for VAT. The mobile app occasionally logs me out mid entry. Looking at alternatives.

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: 1.0
Customer service: 1.0
Functionality: 2.0

Used for 2+ years