With Sage, you get one connected experience with a suite of solutions that cover everything from data capture, all the way to submitting taxes – and everything in between.

• AutoEntry: Clients can snap and upload documents like receipts and invoices which auto-populate in Sage Accounting.
• Accounting: Manage cash flow, invoices, foreign accounts, and use secure bank feeds. Share real-time reports with clients and view full transaction histories.
• Payroll: Let clients serve themselves and pay people in four simple steps. 
• Compliance: Use our final accounts and tax solutions to manage one set of digital records to stay MTD compliant, minimise data entry, and view the latest client data and reporting from HMRC.

Free compliance software and 3 months free Sage Accounting and Payroll subscriptions for each new client. 

There are three solutions included that connect to help you manage tax and stay compliant - Final Accounts, Personal Tax, and Corporation Tax. All are completely free.

Final Accounts

Stay secure, avoid errors, and make preparing for year-end accounts easier. 

• Create accounts efficiently by auto-populating key data from Companies House
• Prepare and file accounts for sole traders, partnerships, micro and small limited companies, and LLPs including abridged and filleted accounts
• Get full integration with our Personal Tax and Corporation Tax products for a single  submission process

Personal Tax

Manage tax for your clients with ease.

• Provide a view of real-time personal tax data held by HMRC to validate income sources
• Get integration with final accounts pre-populates self-employment data
• Prepare and file SA100 tax returns and supplementary pages with built-in HMRC tax calculation and online filing validations

Corporation Tax

Meet corporation tax requirements efficiently. 

• Automatically create tax returns based on final accounts data
• Prepare and file CT600 tax returns, supplementary pages and iXBRL computations
• Easily file a combined corporation tax return with HMRC automatically, including iXBRL from final accounts

When you sign up today, you’ll get 3 months of Accounting and Payroll free for every new client subscription. You also get our suite of compliance software completely free which includes Final Accounts, Personal Tax, and Corporation Tax. Clients can also use AutoEntry to snap and upload documents like receipts and invoice which will auto-populate in Sage Accounting. 

It’s free to sign up to Sage for Accountants. This includes Client Management, Accounting Plus, and Payroll with 50 licenses for your practice.

Sage gives you expert advice and access to learning pathways that help you expand on your skillset and keep constantly up to date on the latest legislation to help you support clients. And you can choose a way that works for you: 

• Join our regular MTD webinar to make sense of Making Tax Digital
• Download the MTD guide for everything you need to know about changes from HMRC
• Learn how we can support you to master MTD by booking a free consultation

With our suite of solutions you can automate financial management from capturing data to completing tax returns to help your clients become more profitable.

Each time you add a new client with a new subscription, you’ll collect Sage Points. The more points you collect, the higher the discounts will be. And the benefits don’t stop there – you get free Account and Payroll for every new client for 3 months and compliance software completely free.

GoProposal helps save valuable time and give your clients clarity with more consistent pricing.

• Break services down line by line for better clarity
• Agree service levels with clients
• Show how fees are made up
• Create professional proposals automatically
• Save time with fully compliant engagement letters that auto-generate 

You can sign up for GoProposal on their site to get started or speak to your Partner Success Manager to find out more.

We will start moving existing Partner Edition practices across from Spring 2022. For more information, please check out this dedicated page. In the meantime, keep using Partner Edition as normal.