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

Sarah Lockhart

Director · 1-10 employees · Healthcare

United Kingdom

5.0

26 Apr 2024

Good starting point, you will move on

The free tier covered everything I needed until I registered for VAT, and HMRC submission went through first time with no error messages. No complaints so far.

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

Used for 2+ years7 found this helpful

Laura Hargreaves

Founder · 11-50 employees · IT services

United Kingdom

5.0

25 Apr 2024

Fine for a simple trade

Setup took an evening and I have never used accounting software before, and the free tier covered everything I needed until I registered for VAT. No complaints so far.

Pros

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

Cons

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

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

Used for 2+ years18 found this helpful

Robert Wexford

Practice manager · 1-10 employees · Property and lettings

LinkedIn verifiedUnited Kingdom

1.0

19 Apr 2024

Fine for a simple trade

Reporting is thin if you want anything beyond income and expenses. There is no balance sheet, so my accountant still does a year end job. Looking at alternatives.

Pros

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

Cons

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

Ease of use: 1.0
Value for money: 1.0
Customer service: 1.0
Functionality: 1.0

Used for Less than 6 months26 found this helpful

Thomas Holloway

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

United Kingdom

4.0

4 Apr 2024

Does the MTD job without the ceremony

The free tier covered everything I needed until I registered for VAT, and categorising expenses on the phone while sat in the van works well. Importing two years of history from a spreadsheet was fiddly, but we live with 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: 4.0
Value for money: 4.0
Customer service: 3.0
Functionality: 3.0

Used for Less than 6 months23 found this helpful

Gareth Mackenzie

Founder · 1-10 employees · Logistics and transport

United Kingdom

4.0

4 Apr 2024

Works for a one person business

Setup took an evening and I have never used accounting software before. Only real gripe is that importing two years of history from a spreadsheet was fiddly.

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

Used for 6-12 months22 found this helpful

Rebecca Trelawny

Founder · 11-50 employees · Legal services

United Kingdom

4.0

3 Apr 2024

Simple enough for a first timer

The free tier covered everything I needed until I registered for VAT, and HMRC submission went through first time with no error messages. Importing two years of history from a spreadsheet was fiddly, but we live with 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: 4.0
Value for money: 3.0
Customer service: 4.0
Functionality: 4.0

Used for Less than 6 months12 found this helpful

Priya Mackenzie

HR manager · 51-200 employees · Food and beverage

United Kingdom

4.0

31 Mar 2024

Fine for a simple trade

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

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

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

Used for Less than 6 months7 found this helpful

Kevin Ashworth

Operations manager · 51-200 employees · Construction

United Kingdom

5.0

24 Mar 2024

Cheap and it files

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: 5.0
Functionality: 5.0

Used for 2+ years36 found this helpful

Ruth Whitfield

Practice manager · 1-10 employees · Professional services

LinkedIn verifiedUnited Kingdom

5.0

24 Mar 2024

Simple enough for a first timer

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

Used for 6-12 months18 found this helpful

James Wexford

Director · 11-50 employees · Healthcare

United Kingdom

2.0

17 Mar 2024

Cheap and it files

You outgrow it the moment you register for VAT, and no payroll at all, which caught me out when I took someone on. Categorising expenses on the phone while sat in the van works well, which is about the only positive.

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: 1.0
Value for money: 2.0
Customer service: 2.0
Functionality: 1.0

Used for 1-2 years27 found this helpful