Feature comparison: Free versus Paid

Summary

Find out the differences between Sage Sole Trader Free and Paid plans.

For the most up-to-date feature comparison, visit sage.com/self-employed.

Feature Category	Feature	Free	Paid
Banking	Connect up to 10 bank accounts and import manually	✔	✔
Transactions	Add transactions in and out	✔ (manual only)	✔ (+AI upload)
	Split transactions by category	✔	✔
	Bulk actions	✔ (with limits)	✔
	Add attachments	✔ (125MB)	✔ (10GB)
	Add notes to transactions (collab)	✘	✔
	Manual category assignment	✔	✔
	AI auto category assignment	✔ (with limits)	✔
Sales Invoices	Create and email sales invoices	✔ (with limits)	✔
	Add contacts	✘	✔
	Connected Stripe Payments/Tap to Pay	✘	✔
	Invoice customisation	✘	✔
Income Tax/HMRC	MTD submissions	✔	✔
Income Tax/HMRC	Tax estimates	✔	✔
Reporting	Profit and loss report	✘	✔
	SA103 helper report (short)	✔	✔
	Trial balance	✔	✔
	Balance sheet/ledger reports	✘	✔
	Nominal activity summary	✘	✔
Task Management	Task Management	✘	✔
Users	Max users	One user plus one accountant	One user plus one accountant
Mobile App	iOS and Android mobile app access	✔	✔