SA2000
by SA2000
What SA2000 is
SA2000 is Windows software for preparing Self Assessment tax returns covering different income types. It supports self-employment and investment income, while the Individual software includes pages for Ministers of Religion, trust income, and the residents remittance basis. The program is based on Excel and requires a Windows PC with a working copy of Excel. The maker says it does not work directly on Apple Mac, although a Windows virtual machine such as Parallels can be used. Downloaded tax-return software can be tried free, but filing requires purchasing a special code. Returns can be prepared offline and submitted to the Revenue with the user’s own credentials. Individual Pay as you go costs £14.99 per month for one return; Individual Unlimited use costs £300.00 per month, billed plus VAT. Other listed products include pay-as-you-go Trust, Partnership, Individual, and Company options, plus unlimited-use plans. The 2026 version was recognised by HMRC in March 2026.
Who it suits
SA2000 suits Windows users preparing Self Assessment returns involving self-employment, investments, trust income, or related categories. It may also fit users who want offline preparation before filing with their own credentials.
What it does well
- Handles multiple Self Assessment income types
- Includes specialist Individual return pages
- Supports offline return preparation
- Free download trial before filing code
- Offers pay-as-you-go and unlimited plans
What to know first
- Requires Windows and a working Excel copy
- Does not run directly on Apple Mac
- Special code is required to file
- No free plan
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Individual Pay as you go | 1 return | £14.99 a month |
| Individual Unlimited use | plus VAT · Unlimited use | £300 a month |
| Trust (Pay as you go) tax return software for 2025-26 | One return per special code · code required to file | $14.99, paid once |
| Partnership (Pay as you go) tax return software for 2025-26 | One return per special code · code required to file | $14.99, paid once |
| Individual (Pay as you go) tax return software for 2025-26 | One return per special code · code required to file | $14.99, paid once |
| Partnership (Unlimited use) tax return software for 2025-26 | Unlimited use | $200, paid once |
| Company (Pay as you go) tax return software | One return per special code · code required to file | $29.99, paid once |
| Individual (Unlimited use) tax return software for 2025-26 | Unlimited use | $300, paid once |
The first 8 of 10 plans, as sa2000.co.uk lists them, read 22 Sept 2026. The maker's own page has the final word. Every plan
Verdict
SA2000 provides Excel-based Self Assessment preparation with broad income coverage and offline use. Windows and Excel requirements, plus the filing-code process, are central considerations.
Facts from SA2000's own pages
- Agent database
- The full agent version includes a database that retains client details and helps manage filing workloads. · sa2000.co.uk, 12 Oct 2026
- Filing service change
- QMS says it stopped providing its own tax return submission service from 1 August 2026, while users can still submit returns with their own credentials. · sa2000.co.uk, 12 Oct 2026
- Free plan
- No · sa2000.co.uk, 22 Sept 2026
- Headquarters
- Godalming, Surrey, United Kingdom · sa2000.co.uk, 28 Sept 2026
- HMRC recognition
- The maker says the 2026 version was recognised by HMRC in March 2026. · sa2000.co.uk, 12 Oct 2026
- Investment income
- Yes · sa2000.co.uk, 22 Sept 2026
- Mac support
- The maker says the software does not work on Apple Mac unless using a Windows virtual machine such as Parallels. · sa2000.co.uk, 12 Oct 2026
- Maker
- The product site identifies its maker as Quality Management Software Ltd and lists company registration number 2966821. · sa2000.co.uk, 12 Oct 2026
- Offline use
- Users can prepare a return offline in the downloaded file and submit it to the Revenue. · sa2000.co.uk, 12 Oct 2026
- Payment processing
- The special code purchase page says credit card payments are processed by WorldPay. · sa2000.co.uk, 12 Oct 2026
- Platform
- The software is based on Excel and requires a Windows PC with a working copy of Excel. · sa2000.co.uk, 12 Oct 2026
- Purpose
- SA2000 handles all types of income for Self Assessment tax returns. · sa2000.co.uk, 12 Oct 2026
- Refunds
- Refunds for special code purchases are at the discretion of company management. · sa2000.co.uk, 12 Oct 2026
- Return coverage
- The Individual software includes pages for Ministers of Religion, trust income and the residents remittance basis. · sa2000.co.uk, 12 Oct 2026
- Self-employment support
- Yes · sa2000.co.uk, 22 Sept 2026
- Support
- The maker lists telephone support at 01453 701310 and the email address [email protected]. · sa2000.co.uk, 12 Oct 2026
- Try before buying
- Tax return software can be downloaded and tried for free, but a special code must be purchased to file a return. · sa2000.co.uk, 12 Oct 2026
Where SA2000 stands on Freedom251
- Tax Software#108 of 149
- Personal Tax Software#104 of 123