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.

Key Features

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

  • Comply with legislation

    Our software is designed to keep you up to date with legislative changes.

    • Ensures compliant calculations and returns can be prepared and accurately filed online
    • Save the user time and effort
    • Software updates received when legislation changes
    • Modular software extends to prepare partnership trust returns
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  • Peace of mind

    Our software helps you get it right first time with a 99.7% online filing success rate (period Apr-Sept 2010). 

    • Minimise the risk of submitted returns being rejected by HMRC - ensures minimal time is spent re-working cases
    • Clear navigation and comprehensive help function ensures efficiency
    • Completes the whole range of SA100 schedules
    • Links to Trust, Business and Partnership Tax to promote comprehensive tax returns.
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  • Better integration

    Save time rekeying information and transfer the data you need.

    • Integrates with other Sage products to deliver a single client list and launch point for Sage Taxation
    • Minimise cost of re-keying accounts data
    • Incorporate Standard Accounting Information from Sage accounts production software
    • Maintain s single client list across all Sage Practice Suite products 
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  • File online

    Our software allows you to file returns online, saving time and enabling you to get instant acknowledgement.

    • Allows customers to file with HMRC
    • Includes both HMRC and Sage validation to maximise first time acceptance of online submission
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  • Award-winning support

    We can offer you a range of support options, so you can offer your clients the best service.

    • Easy access to specialist Sage support teams, by phone and email
    • Extended support hours at key filing times in the year
    • Year-end process planning pack provided
    • Regular support features in Sage exchange magazine
    • RSS feeds to provide information updates
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Get in touch

* Calls to this number cost the same as a local call from a BT landline. Calls from other providers may vary.

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.