Sage Personal Tax

Sage Personal Tax is designed for accountants. It takes the hassle out of preparing tax returns for individuals, without compromising on accuracy. Its clear screens, easy-to-navigate pages and simple data entry points help you get the job done quickly and accurately.


Comply with legislation

Save time and ensure you do not have to redo returns

Peace of mind

Reduce the risk of rejected returns

Better integration

Easily transfer client account data from other Sage software

File online

Streamline your processes

Award-winning support

Phone and email support, with extended hours at key filing times

View Key features in more detail

Quick specification


  • from £656.75 ex VAT (£788.10 inc VAT)


  • Up to 500 users

Company size:

  • Up to 5 employees

Support options:

  • Sage Taxation training courses available, Professional Services solution

Operating System:

  • Microsoft® Windows 2000 server, Windows Server 2003, Windows Server 2008, Terminal Services under a standard configuration on Windows 2003 or 2008, Windows XP Professional
See in depth specification

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Get the most from your software

We offer a full range of upgrades, services and training, so that you can always fully benefit from your personal tax software, even if your circumstances change. 

  • Excellent support available at the end of the phone
  • Training courses available to suit the users' skill level and preferred method of study
  • Professional services solution available to ensure a your new software is implemented without any hassle
See more about making the most of Sage Personal Tax.

Did you know?

Over 400,000 UK businesses file their tax returns using Sage software every year and we have the highest success rate at 99.5% Our products also dramatically improve productivity so that accountants have more time to deliver greater value to their clients. See the full range of products for accountants.

Get in touch

Got questions?


Can Sage Taxation help me work more efficiently?

A Data flows between Business, Partnership and Personal Tax modules, to ensure you only need to enter the figures once. Original accounts data can also be imported from our Accounts Production software. Additionally, when it comes to submitting Tax returns, our in-product validations mean our tax products have the highest success rates for electronic filing, ensuring you get it right first time.

Useful resources

Download these documents to find out more about the product.