Sage Sole Trader is for self-employed people and sole traders. It records your business income and expenses. If you're signed up for Making Tax Digital (MTD), it sends quarterly updates to HMRC. You don't need to be an accountant to use it.
If you prefer to watch, see our short intro video.
Cause
Resolution
Your first session
Two things to get you started:
Connect your bank account. Sage then imports your transactions for you. See Connect a bank feed.
Draft is your to-do list. New transactions land here from your bank feed, receipts, or manual entry.
Completed is your done list. These are your categorised transactions, ready for your reports and HMRC.
How you categorise is up to you. You can do it yourself, or let Sage help.
To categorise manually, open Draft and choose a category for each transaction. Then save it to Completed.
If you have a bank feed, you can turn on auto-categorisation. Sage categorises your transactions for you. You then check them in Completed. See Auto-categorisation.
TIP:
Little and often works well. You don't need to do everything at once. A few minutes now and then keeps your records up to date.