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Our tax strategy

Corporate governance

Our tax strategy

Sage’s tax strategy

Our tax strategy, for the period ending 30 September 2018, 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 VP of group tax and treasury who has an integrated team of appropriately qualified individuals in the regions and the UK.

The Group CFO regularly appraises 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, policy, 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 global tax authorities (“Tax Authorities”) 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 while remaining compliant with all relevant tax laws and practices.

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

Relationship with Tax Authorities

We seek to have collaborative and co-operative relationships with Tax Authorities 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 Tax Authorities are conducted in an open, collaborative, and professional manner. Sage ensures that Tax Authorities are kept aware of significant transactions and changes in the business. Where possible, any tax issues arising are discussed with the relevant Tax Authorities at an early stage.

When submitting tax computations and returns to Tax Authorities, we disclose all relevant facts and circumstances. We may meet with relevant Tax Authorities to discuss any transactions or issues where there is potential for the tax treatment to be uncertain.

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.