The Finance Base / Tax filing software / Sage Personal Tax
Fees and plans
| Personal Tax | On request |
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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.
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
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