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

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

Sarah Fairbanks

Director · 1-10 employees · Engineering

United Kingdom

5.0

7 Nov 2025

Simple enough for a first timer

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

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: 4.0

Used for 1-2 years28 found this helpful

Helen Holloway

Bookkeeper · 1-10 employees · Marketing and advertising

United Kingdom

4.0

30 Oct 2025

Works for a one person business

My accountant can see the figures without me emailing spreadsheets. Only real gripe is that reporting is thin if you want anything beyond income and expenses.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

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

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

Used for Less than 6 months35 found this helpful

Freya Vaughan

Practice manager · 1-10 employees · Recruitment

United Kingdom

3.0

24 Oct 2025

Sorted my quarterly updates

It does not try to be a full ledger, which is exactly why I can use it. That said, there is no balance sheet, so my accountant still does a year end job and no payroll at all, which caught me out when I took someone on.

Pros

It does not try to be a full ledger, which is exactly why I can use it.

Cons

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

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

Used for 2+ years23 found this helpful

Jodie Mackenzie

Founder · 11-50 employees · Wholesale

LinkedIn verifiedUnited Kingdom

4.0

23 Oct 2025

Cheap and it files

My accountant can see the figures without me emailing spreadsheets. Only real gripe is that the mobile app occasionally logs me out mid entry.

Pros

My accountant can see the figures without me emailing spreadsheets.

Cons

The mobile app occasionally logs me out mid entry.

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

Used for 1-2 years2 found this helpful

Owen Bhatti

Practice manager · 1-10 employees · Accounting

LinkedIn verifiedUnited Kingdom

4.0

19 Oct 2025

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

Used for 6-12 months1 found this helpful

James Pemberton

Office manager · 1-10 employees · Wholesale

United Kingdom

5.0

16 Oct 2025

Sorted my quarterly updates

The tax estimate updates as you go so January is not a shock, and the free tier covered everything I needed until I registered for VAT. No complaints so far.

Pros

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

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 Less than 6 months24 found this helpful

Adam Whitfield

Bookkeeper · 11-50 employees · Healthcare

United Kingdom

5.0

14 Oct 2025

Does the MTD job without the ceremony

It does not try to be a full ledger, which is exactly why I can use it, and quarterly updates take about ten minutes once the bank feed is set up. No complaints so far.

Pros

It does not try to be a full ledger, which is exactly why I can use it.

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 1-2 years20 found this helpful

Hannah Colquhoun

Office manager · 1-10 employees · Manufacturing

LinkedIn verifiedUnited Kingdom

4.0

13 Oct 2025

Cheap and it files

Categorising expenses on the phone while sat in the van works well. Only real gripe is that 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

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

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

Used for 1-2 years14 found this helpful

Fiona Radcliffe

Bookkeeper · 11-50 employees · Logistics and transport

LinkedIn verifiedUnited Kingdom

3.0

8 Oct 2025

Good starting point, you will move on

Quarterly updates take about ten minutes once the bank feed is set up. That said, no payroll at all, which caught me out when I took someone on and you outgrow it the moment you register for VAT.

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

Used for 6-12 months27 found this helpful