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.

In-depth information for Sage Personal Tax

The popular tax product for fast and easy production of high-quality accurate returns, schedules and calculations.

  • Navigation and data input

    • Simple menu-based navigation. Enter data quickly, easily and effectively, saving valuable time
    • Comprehensive Help function - detailed Help available on every input screen
    • Use status indicators to show complete or incomplete schedules
    • Optional database of securities data
    • Import from other Sage practice suite applications to minimise re-keying

  • Reports

    • Delivers greater accuracy and saves time, allowing faster returns to be submitted
    • Annual data questionnaire - a standardised request for information from clients'
    • Saves time by tracking all complete and incomplete questionnaires
    • Tasks and reminders system
    • Prompts to ensure that all internal milestone dates and HMRC deadlines are achieved
    • Create customisable letters for mail merge exercises

  • Annual processing log

    • Tracks clients' tax positions throughout the year.
    • Rolls current data forward and calculates an estimated position for future year records.

  • Integrated product portfolio

    • Ensures consistent data across all applications, reduces the need for re-keying data, delivers greater accuracy, saves time and enables you to submit returns faster.
    • Imports standard accounts and balance-sheet data and reduce the need to re-key data.
    • Ensures accuracy and saves time by allowing you to transfer all relevant data and automatically populate form SA800 and SA104.
    • Creates a single client list across all Sage practice suite products through Sage practice suite integeration
    • Integrates with Sage and Business Partnership tax

  • Compliance

    • Includes all Self Assessment return pages and form R40, all with comprehensive supporting schedules.
    • Ensures full compliance with HMRC submission standards.
    • Enables quicker, more efficient online filing submissions.

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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.
Read more frequently asked questions in our Help Centre

Why choose Sage?

Find out how we support all sizes of businesses and work with accountants to provide the right solution.