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Our Tax Strategy

Sage’s Tax Strategy

Our tax strategy supports our business strategy and therefore supports genuine commercial activity. The tax strategy involves managing tax affairs in a responsible and transparent manner in order to comply with relevant legislation.


The ultimate responsibility for Sage’s tax strategy and compliance rests with the Group Board who ensure that the appropriate framework is in place to oversee the identification and management of tax risk.

The Chief Financial Officer (‘CFO’) is the Board member with executive responsibility for tax matters. Day-to-day management of tax affairs is delegated to the Group Tax Director who has a team of appropriately qualified individuals.

The Group CFO is appraised regularly of all significant tax developments and participates in all material tax related decisions.

Tax Risk Management

Sage actively seeks to identify, evaluate, monitor and manage tax risks.

Internal controls and escalation procedures are put in place with the aim of identifying, quantifying and managing key tax risks. These key risks are then monitored for business and legislative changes and, as a result, tax processes or controls are updated where required.

Appropriate training is carried out for staff who manage or process tax matters. Where there is uncertainty in how the relevant tax law should be applied, external advice may be sought to support the Group’s decision making process. We may also look to engage with HMRC to disclose and resolve issues, risks and uncertain tax positions.

Tax planning and level of risk

The Group aims to support the commercial needs of the business by ensuring that the company’s affairs are carried out in the most tax efficient manner whilst remaining compliant with all relevant laws, and fulfilling our commitment to being transparent and proportionate.

Accordingly, we may utilise tax incentives or opportunities for obtaining tax efficiencies where these are not considered to impair that commitment.

The level of risk which Sage accepts in relation to UK taxation is consistent with its overall objective of achieving certainty on tax affairs. At all times Sage seeks to comply fully with its regulatory obligations.

Relationship with HMRC and other Tax Authorities

We seek to have a transparent and open relationship with HMRC through regular meetings and communications in respect of developments in Sage’s business as well as our view on current, future and retrospective tax risks.

All interactions with HMRC are conducted in an open, collaborative and professional manner. Sage ensures that HMRC is kept aware of significant transactions and changes in the business. Where possible, any UK tax issues arising are discussed with HMRC at an early stage.

When submitting tax computations and returns to HMRC, we disclose all relevant facts and meet with HMRC after the submission of the tax returns in order to identify any transactions or issues where there is potential for the tax treatment to be uncertain.

We seek to have similar relationships with other Tax Authorities within the jurisdictions in which we operate.

Board ownership and oversight

This tax policy is in line with our global Code of Ethics and our Sage Values. The policy is approved and owned by the Board.

The Sage Group plc regards this publication as complying with the duty under para 16(2) and para 25(1), Sch 19 FA16.

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