Sage Personal Tax

Spec sheet

Purpose

Sage Personal Tax lets users prepare and submit personal tax returns for clients in an internet browser.Read 12 Oct 2026 · help.sbc.sage.com

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.Read 12 Oct 2026 · sage.com

Free plan

YesRead 22 Sep 2026 · sage.com

Headquarters

Newcastle upon Tyne, United KingdomRead 4 Oct 2026 · sage.com

Founded

1981Read 4 Oct 2026 · sage.com

Automated checks

Personal Tax validates SA100 returns against HMRC online filing rules, and online submission requires all validations to pass.Read 12 Oct 2026 · help.sbc.sage.com

Client approvals

The online filing workflow provides for sending a return to the client for review and approval before filing with HMRC.Read 12 Oct 2026 · help.sbc.sage.com

Client questionnaires

The Personal Tax workflow includes Annual Data Questionnaires that practices can send to clients to collect information for their returns.Read 12 Oct 2026 · help.sbc.sage.com

Filing limit

Some HMRC special cases and exclusions may prevent a client's return from being filed online.Read 12 Oct 2026 · help.sbc.sage.com

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.Read 12 Oct 2026 · help.sbc.sage.com

Investment income

YesRead 22 Sep 2026 · sage.com

Mobile access

web_onlyRead 22 Sep 2026 · sage.com

Online filing

Users can submit returns individually or file multiple returns online, after registering their practice for HMRC Online Services and entering HMRC credentials.Read 12 Oct 2026 · help.sbc.sage.com

Paper filing

The desktop workflow supports generating a final return for online filing or printing a paper copy for postal submission.Read 12 Oct 2026 · help.sbc.sage.com

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.Read 12 Oct 2026 · help.sbc.sage.com

Review and attachments

Users can preview computations, review the return, add documents, and produce reports before submission.Read 12 Oct 2026 · help.sbc.sage.com

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.Read 12 Oct 2026 · sage.com

Self-employment support

YesRead 22 Sep 2026 · sage.com

Support resources

Sage's Personal Tax help site links to the Sage Support Hub and product support community.Read 12 Oct 2026 · help.sbc.sage.com

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.Read 12 Oct 2026 · help.sbc.sage.com

Plans and prices

Every Sage Personal Tax plan and price →

Where Specifiction places it

• Personal Tax Software#83 of 1237.6
• Tax Software#101 of 1497.5