Sage Personal Tax

Web

Freedom report

One barScore 6.2

Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Sage Personal Tax is ranked #64 of 123 in personal tax software on Freedom251, made by Sage Personal Tax (Newcastle upon Tyne, United Kingdom). It runs on Web.

Sage Personal Tax plans and pricing

All plans

Personal Tax Included with Sage for Accountants · SA100 personal tax returns · HMRC calculations and validations · Online filing sage.com · 22 Sept 2026

Compared on personal tax software

Free plan: Yes
Self-employment support: Yes
Investment income: Yes
Mobile access: web_only

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The record

Purpose: Sage Personal Tax lets users prepare and submit personal tax returns for clients in an internet browser.
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.
Review and attachments: Users can preview computations, review the return, add documents, and produce reports before submission.
Client questionnaires: The Personal Tax workflow includes Annual Data Questionnaires that practices can send to clients to collect information for their returns.
Automated checks: Personal Tax validates SA100 returns against HMRC online filing rules, and online submission requires all validations to pass.
Online filing: Users can submit returns individually or file multiple returns online, after registering their practice for HMRC Online Services and entering HMRC credentials.
Paper filing: The desktop workflow supports generating a final return for online filing or printing a paper copy for postal submission.
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.
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.
Client approvals: The online filing workflow provides for sending a return to the client for review and approval before filing with HMRC.
Filing limit: Some HMRC special cases and exclusions may prevent a client's return from being filed online.
Support resources: Sage's Personal Tax help site links to the Sage Support Hub and product support community.
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.
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.

Where it ranks on Freedom251

Best Personal Tax Software in 2026#64 of 123

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Sources

help.sbc.sage.com/en-gb/personal-tax/GettingStarted/Intro· checked 12 Oct 2026
help.sbc.sage.com/en-gb/personal-tax-dt/C/Personal_Tax_Wo· checked 12 Oct 2026
help.sbc.sage.com/en-gb/personal-tax-dt/C/SmartviewerTax/· checked 12 Oct 2026
help.sbc.sage.com/en-gb/personal-tax-dt/C/SmartviewerTax/· checked 12 Oct 2026
help.sbc.sage.com/en-gb/personal-tax-dt/C/Interop%202_0/C· checked 12 Oct 2026
help.sbc.sage.com/en-gb/personal-tax-dt/C/Welcome%20to%20· checked 12 Oct 2026
sage.com/en-gb/trust-security/· checked 12 Oct 2026
sage.com/en-gb/company/about-sage/· checked 12 Oct 2026
sage.com/en-gb/products/sage-personal-tax/· checked 4 Oct 2026
sage.com/en-gb/accountants/pricing/· checked 22 Sept 2026