Sage Personal Tax
The facts below are what the maker publishes about Sage Personal Tax, checked and dated. Our editors have not written about it yet.
Plans and prices
From Sage Personal Tax's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Personal Tax | Priced on request | Included with Sage for Accountants · SA100 personal tax returns · HMRC calculations and validations · Online filing |
| Personal Tax | — | Included with Sage for Accountants · SA100 personal tax returns · HMRC calculations and validations · Online filing |
The facts
Each one read from Sage Personal Tax's own pages, with the date it was checked.
What it does
- Automated checks
- Personal Tax validates SA100 returns against HMRC online filing rules, and online submission requires all validations to pass.checked 12 Oct 2026
- Client questionnaires
- The Personal Tax workflow includes Annual Data Questionnaires that practices can send to clients to collect information for their returns.checked 12 Oct 2026
- Filing limit
- Some HMRC special cases and exclusions may prevent a client's return from being filed online.checked 12 Oct 2026
- Integration control
- Sage says connections between Practice Solution and listed Sage products are disabled on installation until users enable them; Sage 50 Accounts is used by Practice Solution for billing after configuration.checked 12 Oct 2026
- Intended users
- Sage describes its business as serving small and mid-sized businesses and accountants, while the Personal Tax help pages describe a client-return workflow for practices.checked 12 Oct 2026
- Investment income
- Yeschecked 22 Sep 2026
- Mobile access
- web_onlychecked 22 Sep 2026
- Online filing
- Users can submit returns individually or file multiple returns online, after registering their practice for HMRC Online Services and entering HMRC credentials.checked 12 Oct 2026
- Paper filing
- The desktop workflow supports generating a final return for online filing or printing a paper copy for postal submission.checked 12 Oct 2026
- Practice integration
- With client integration enabled, clients created in Sage Taxation programs can be made available in Sage Practice Solution, which shares client data between Sage practice products.checked 12 Oct 2026
- Purpose
- Sage Personal Tax lets users prepare and submit personal tax returns for clients in an internet browser.checked 12 Oct 2026
- Review and attachments
- Users can preview computations, review the return, add documents, and produce reports before submission.checked 12 Oct 2026
- Security and compliance
- Sage's Trust and Security page says its products meet requirements of international certifications, standards, and regulations, but does not specify product-level certifications for Personal Tax.checked 12 Oct 2026
- Self-employment support
- Yeschecked 22 Sep 2026
- Support resources
- Sage's Personal Tax help site links to the Sage Support Hub and product support community.checked 12 Oct 2026
- Tax return data
- Its online data-entry pages cover employment and self-employment income, pensions and benefits, property, investment income, allowances, reliefs, student loans, payments, and additional information.checked 12 Oct 2026
Where it runs
- Client approvals
- The online filing workflow provides for sending a return to the client for review and approval before filing with HMRC.checked 12 Oct 2026
The company
- Founded
- 1981checked 4 Oct 2026
- Headquarters
- Newcastle upon Tyne, United Kingdomchecked 4 Oct 2026
Money
- Free plan
- Yeschecked 22 Sep 2026
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