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

Olivia Whitfield

Owner · 11-50 employees · IT services

United Kingdom

5.0

5 Oct 2025

Does the MTD job without the ceremony

The tax estimate updates as you go so January is not a shock, and HMRC submission went through first time with no error messages. 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: 5.0

Used for 6-12 months7 found this helpful

Alan Nasir

Founder · 1-10 employees · Food and beverage

United Kingdom

5.0

3 Oct 2025

Cheap and it files

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

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 2+ years18 found this helpful

Simon Corrigan

Sole trader · 1-10 employees · Professional services

LinkedIn verifiedUnited Kingdom

3.0

1 Oct 2025

Cheap and it files

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

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

Used for 2+ years35 found this helpful

David Bhatti

Founder · 11-50 employees · Recruitment

United Kingdom

4.0

28 Sep 2025

Works for a one person business

My accountant can see the figures without me emailing spreadsheets, and setup took an evening and I have never used accounting software before. No payroll at all, which caught me out when I took someone on, but we live with it.

Pros

My accountant can see the figures without me emailing spreadsheets.

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: 3.0
Functionality: 4.0

Used for Less than 6 months25 found this helpful

Sophie Hargreaves

Sole trader · 1-10 employees · Food and beverage

United Kingdom

5.0

23 Sep 2025

Works for a one person business

The tax estimate updates as you go so January is not a shock, and HMRC submission went through first time with no error messages. 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: 4.0
Functionality: 5.0

Used for 6-12 months33 found this helpful

Olivia Quinn

Financial controller · 51-200 employees · Veterinary

LinkedIn verifiedUnited Kingdom

5.0

20 Sep 2025

Sorted my quarterly updates

Categorising expenses on the phone while sat in the van works well. HMRC submission went through first time with no error messages.

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

Used for 6-12 months

Owen Colquhoun

Office manager · 1-10 employees · Healthcare

United Kingdom

4.0

19 Sep 2025

Fine for a simple trade

HMRC submission went through first time with no error messages. Only real gripe is that importing two years of history from a spreadsheet was fiddly.

Pros

HMRC submission went through first time with no error messages.

Cons

Importing two years of history from a spreadsheet was fiddly.

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

Used for Less than 6 months18 found this helpful

Priya Cavendish

Finance manager · 51-200 employees · Fitness and leisure

LinkedIn verifiedUnited Kingdom

4.0

18 Sep 2025

Does the MTD job without the ceremony

Setup took an evening and I have never used accounting software before. Only real gripe is that reporting is thin if you want anything beyond income and expenses.

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

Used for Less than 6 months11 found this helpful

Louise Lockhart

Management accountant · 201-500 employees · Recruitment

United Kingdom

5.0

12 Sep 2025

Does the MTD job without the ceremony

The tax estimate updates as you go so January is not a shock, and HMRC submission went through first time with no error messages. 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: 4.0

Used for Less than 6 months11 found this helpful

Richard Radcliffe

Office manager · 11-50 employees · Legal services

United Kingdom

3.0

11 Sep 2025

Good starting point, you will move on

Categorising expenses on the phone while sat in the van works well. That said, importing two years of history from a spreadsheet was fiddly 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

Importing two years of history from a spreadsheet was fiddly.

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

Used for 2+ years18 found this helpful