Learn more about Sage Personal Tax

Sage Personal Tax is designed to be flexible, scalable and integrate seamlessly with other taxation modules. It covers all tax return forms SA100-SA110, and takes the hassle out of preparing tax returns for individuals without compromising on accuracy. The clear screens, easy-to-navigate pages and simple data entry provide a straightforward taxation solution that helps you produce personal tax returns quickly and easily.

Find out below how Sage Personal Tax can help your practice.

Find out more about Sage Personal Tax

  • 99.6% first time online filing success rate
  • Automated calculation of tax return data
  • Includes unlimited support from our taxation experts

Call us now on 0800 092 8091


Accurate and efficient personal tax returns

  • 99.66% first time filing success rate.
  • Delivers greater accuracy and saves time, with “right first time” submissions.
  • Customised PDF of your clients’ tax return package, all in a few simple clicks.
  • Clear navigation and comprehensive help function ensure efficient data entry.
  • Use status indicators to show complete or incomplete schedules.
  • Import from other Sage practice suite applications to minimise re-keying.
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Comprehensive taxation reporting

  • New and improved reporting on restriction of reliefs, legislation and Class IV NIC.
  • 2014-15 rates and allowances included enabling you to estimate your clients’ tax liabilities for the current tax year.
  • Annual processing log tracks tax return progress through the tax year, identifying deadlines and key milestones. 
  • Create customisable letters to send to your clients.
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Guaranteed compliance with the latest legislation

  • Minimise the risk of submitted returns being rejected by HMRC, so minimal time is spent re-working cases.
  • Includes all self-assessment returns and form R40, all with comprehensive supporting schedules.
  • Ensures full compliance with HMRC submission standards.
  • Covers the full SA100 range of returns.
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Simple data integration

  • Ensures consistent data across all applications, saving you time and reducing the need for manually re-entering data.
  • Imports standard accounting information from Sage Accounts Production packages.
  • Integrates with Sage Practice Suite software, reducing the need for re-keying and the potential for errors.
  • Integrates with Sage Business Tax and Partnership Tax modules.
  • Creates a single client list across all Sage Practice Suite products through Sage practice suite integration.
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Support whenever you need it

  • A dedicated support team is here to help from the start.
  • Whenever you need help or advice our experts are on call to assist.
  • On-site implementation available.
  • Access to exclusive webcasts and support events including Q&A surgeries with experts such as Rebecca Benneyworth.
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Hear from our customers

Find out how Sage Personal Tax took the hassle out of personal tax returns for JL Chartered Accountants and their clients.

Download the case study

Tax self-assessment advice

Download our free guide to tax self-assessment, with expert taxation advice from AccountingWEB’s Rebecca Benneyworth.

Download the guide

2016 Budget Commentary

We've teamed up with Taxation experts Tolley to bring you an in-depth commentary on this year's Budget and what it could mean for you.

Learn more
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