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Find out more about Sage Personal TaxPro

99.6% first time online filing success rate. Automated calculation of tax return data. Scalable to add users, clients and modules at any time.

Learn more about Sage Personal TaxPro

Sage Personal TaxPro takes the hassle out of preparing tax returns for individuals, without compromising on accuracy. Its clear screens, easy-to-navigate pages and simple data entry points provide a common sense approach that helps you get the job done, quickly and easily.

Accurate and efficient personal tax returns

  • Delivers greater accuracy and saves time, allowing faster returns to be submitted
  • Clear navigation and comprehensive help function ensure efficient data entry
  • Use status indicators to show complete or incomplete schedules

Improved reporting functionality

  • Annual processing log tracks tax return progress through the tax year, identifying deadlines and key milestones.
  • Create customisable letters for mail merge exercises

Guaranteed compliance with the latest legislation

  • Complete forms 11 and 12 for individuals and form 1 for partnerships
  • Includes the High Earners computation and form RR1
  • Links to ROS to autofill certain employment, welfare and tax details

Simple data integration

  • Imports standard accounts data from Sage accounts production software
  • Integrates with ROS to file directly from TaxPro

Support whenever you need it

  • A dedicated support team is here to help from the start. 
  • Whenever you need help or advice our experts are on call to assist.
  • On-site implementation available