Sage Personal Tax

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Free planprice, as published
Oct 12, 2026read on

Sage Personal Tax's own site, as our research read it — sage.comas read Oct 12, 2026

What Sage Personal Tax costs

Personal Tax Not published

As sage.com publishes them, read Sep 22, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan: Yes
Free trial: Not stated
Runs on: iPhone Android Web
Facts on record: 20

Facts we read

Automated checksPersonal Tax validates SA100 returns against HMRC online filing rules, and online submission requires all validations to pass. · help.sbc.sage.com, Oct 12, 2026
Client approvalsThe online filing workflow provides for sending a return to the client for review and approval before filing with HMRC. · help.sbc.sage.com, Oct 12, 2026
Client questionnairesThe Personal Tax workflow includes Annual Data Questionnaires that practices can send to clients to collect information for their returns. · help.sbc.sage.com, Oct 12, 2026
Filing limitSome HMRC special cases and exclusions may prevent a client's return from being filed online. · help.sbc.sage.com, Oct 12, 2026
Founded1981 · sage.com, Oct 4, 2026
Free planYes · sage.com, Sep 22, 2026
HeadquartersNewcastle upon Tyne, United Kingdom · sage.com, Oct 4, 2026
Integration controlSage says connections between Practice Solution and listed Sage products are disabled on installation until users enable them; Sage 50 Accounts is used by Practice Solution for billing after configuration. · help.sbc.sage.com, Oct 12, 2026
Intended usersSage describes its business as serving small and mid-sized businesses and accountants, while the Personal Tax help pages describe a client-return workflow for practices. · sage.com, Oct 12, 2026
Investment incomeYes · sage.com, Sep 22, 2026
Mobile accessweb_only · sage.com, Sep 22, 2026
Online filingUsers can submit returns individually or file multiple returns online, after registering their practice for HMRC Online Services and entering HMRC credentials. · help.sbc.sage.com, Oct 12, 2026
Paper filingThe desktop workflow supports generating a final return for online filing or printing a paper copy for postal submission. · help.sbc.sage.com, Oct 12, 2026
Practice integrationWith client integration enabled, clients created in Sage Taxation programs can be made available in Sage Practice Solution, which shares client data between Sage practice products. · help.sbc.sage.com, Oct 12, 2026