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On the recordRead 12 Oct 202620 facts
Sage Personal Tax
Sage Personal Tax · Newcastle upon Tyne, United Kingdom · founded 1981
Plans and prices
Personal Tax
Priced on request
Included with Sage for Accountants · SA100 personal tax returns · HMRC calculations and validations · Online filing
Read 22 Sep 2026 · sage.com
On the record
- Automated checks
- Personal Tax validates SA100 returns against HMRC online filing rules, and online submission requires all validations to pass.help.sbc.sage.com · read 12 Oct 2026
- Client approvals
- The online filing workflow provides for sending a return to the client for review and approval before filing with HMRC.help.sbc.sage.com · read 12 Oct 2026
- Client questionnaires
- The Personal Tax workflow includes Annual Data Questionnaires that practices can send to clients to collect information for their returns.help.sbc.sage.com · read 12 Oct 2026
- Filing limit
- Some HMRC special cases and exclusions may prevent a client's return from being filed online.help.sbc.sage.com · read 12 Oct 2026
- Integration control
- Sage 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 · read 12 Oct 2026
- Intended users
- Sage 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 · read 12 Oct 2026
- Investment income
- Yessage.com · read 22 Sep 2026
- Mobile access
- web_onlysage.com · read 22 Sep 2026
- Online filing
- Users 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 · read 12 Oct 2026
- Paper filing
- The desktop workflow supports generating a final return for online filing or printing a paper copy for postal submission.help.sbc.sage.com · read 12 Oct 2026
- Practice integration
- With 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 · read 12 Oct 2026
- Purpose
- Sage Personal Tax lets users prepare and submit personal tax returns for clients in an internet browser.help.sbc.sage.com · read 12 Oct 2026
- Review and attachments
- Users can preview computations, review the return, add documents, and produce reports before submission.help.sbc.sage.com · read 12 Oct 2026
- Security and compliance
- Sage's Trust and Security page says its products meet requirements of international certifications, standards, and regulations, but does not specify product-level certifications for Personal Tax.sage.com · read 12 Oct 2026
- Self-employment support
- Yessage.com · read 22 Sep 2026
- Support resources
- Sage's Personal Tax help site links to the Sage Support Hub and product support community.help.sbc.sage.com · read 12 Oct 2026
- Tax return data
- Its online data-entry pages cover employment and self-employment income, pensions and benefits, property, investment income, allowances, reliefs, student loans, payments, and additional information.help.sbc.sage.com · read 12 Oct 2026
