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.

Case studies

Find out how CS Accounting has expanded their business, thanks to Sage Taxation products.

  • CS Accounting

    Gateshead, Tyne and Wear

    Industry
    Sector
    Sage
    Software
    Accountants and Bookkeepers Sage Accounts Production and Sage Taxation

    The problem

    Cyd Smith, owner of CS Accounting, says, "When I first started the practice I was working part-time, mainly taking on bookkeeping and management accounts. But as the business grew and I started being asked to do more taxation, I needed a product that could help me cope with the increased workload and streamline my processing. I had been using Inland Revenue software but it just wasn’t efficient enough.

    "I wanted a solution that would support me in my everyday running and ambitions for the practice and allow me to provide the enhanced level of support I was known for to my clients."

    How Sage Accounts Production and Sage Taxation helped

    Since signing up to Sage Taxation five years ago the small practice has been able to streamline their processing and training; enabling them to pass on enhanced levels of support to their growing client list and expand enough to take on new premises and extra staff.

    "It cuts time spent on processing, and automated features ensure we’re always up to date, plus because it’s so logical, training time is minimal.

    "Since I began using it, it has made an enormous difference to my practice, freeing up time and allowing me to take on more clients – so much so we’re about to take on another member of staff and have just moved offices."

    "I can honestly say that Sage customer support is exceptional. Expert phone support is literally a phone call away."

    Cyd SmithOwner, CS Accounting

    See more case studies

Get in touch

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Got questions?

Q

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.