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

Visit website

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

Filter reviews

Country

Industry

Company size

How long used

Sort by

Verified reviews for Sage Sole Trader

261 reviews matching your filters

Freya Whitfield

Management accountant · 51-200 employees · Fitness and leisure

United Kingdom

5.0

26 Dec 2025

Does the MTD job without the ceremony

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

Pros

HMRC submission went through first time with no error messages.

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: 5.0

Used for 2+ years7 found this helpful

Alan Rhodes

Finance manager · 201-500 employees · Accounting

United Kingdom

5.0

24 Dec 2025

Works for a one person business

Setup took an evening and I have never used accounting software before, and the tax estimate updates as you go so January is not a shock. No complaints so far.

Pros

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

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for Less than 6 months8 found this helpful

Thomas Vaughan

Financial controller · 201-500 employees · Fitness and leisure

United Kingdom

3.0

21 Dec 2025

Good starting point, you will move on

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

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: 3.0
Customer service: 4.0
Functionality: 4.0

Used for Less than 6 months15 found this helpful

Eleanor Iqbal

Owner · 1-10 employees · Food and beverage

United Kingdom

5.0

21 Dec 2025

Good starting point, you will move on

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

You outgrow it the moment you register for VAT.

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

Used for 6-12 months10 found this helpful

Laura Adeyemi

Owner · 11-50 employees · Legal services

United Kingdom

5.0

3 Dec 2025

Simple enough for a first timer

Categorising expenses on the phone while sat in the van works well. Setup took an evening and I have never used accounting software before.

Pros

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

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 years6 found this helpful

Katie Dunmore

Head of payroll · 501-1000 employees · Property and lettings

United Kingdom

5.0

2 Dec 2025

Cheap and it files

Quarterly updates take about ten minutes once the bank feed is set up. The tax estimate updates as you go so January is not a shock.

Pros

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

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: 5.0

Used for 2+ years21 found this helpful

Robert Cavendish

Group financial controller · 1000+ employees · Fitness and leisure

United Kingdom

4.0

1 Dec 2025

Works for a one person business

The free tier covered everything I needed until I registered for VAT, and the tax estimate updates as you go so January is not a shock. Reporting is thin if you want anything beyond income and expenses, but we live with it.

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: 3.0
Value for money: 4.0
Customer service: 5.0
Functionality: 5.0

Used for 2+ years24 found this helpful

Megan Lockhart

Practice manager · 1-10 employees · Manufacturing

United Kingdom

5.0

30 Nov 2025

Good starting point, you will move on

Quarterly updates take about ten minutes once the bank feed is set up. HMRC submission went through first time with no error messages.

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

Used for Less than 6 months2 found this helpful

Gareth Iqbal

Finance director · 501-1000 employees · IT services

LinkedIn verifiedUnited Kingdom

5.0

26 Nov 2025

Cheap and it files

Quarterly updates take about ten minutes once the bank feed is set up. Categorising expenses on the phone while sat in the van works well.

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

Used for 2+ years19 found this helpful

Gareth Colquhoun

Office manager · 1-10 employees · Marketing and advertising

United Kingdom

5.0

16 Nov 2025

Does the MTD job without the ceremony

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 years14 found this helpful