ERROR: 'There was a problem opening Personal Tax'

What to do if you can't access Personal Tax to submit your tax return from Sage Sole Trader or Sage Accounting.

Personal Tax is where you check and submit your tax return to HMRC for Making Tax Digital (MTD) for Income Tax. You reach it from the Income Tax area, after you submit your quarterly updates and you're ready for your tax return.

In the Income Tax area, you select Go to Personal Tax. The first time you do this, Sage sets up your Personal Tax subscription as you go through.

In this scenario, you see a message 'There was a problem opening Personal Tax'. View the different reasons this can happen below. 

Sage is still setting up your subscription

Sage is still setting up your Personal Tax subscription in the background. This can take a short time.

1. Wait a few minutes.
2. Select Go to Personal Tax again.

If it’s still not ready, try again later the same day.

Your accountant manages your account

If your accountant manages your accounting product, they set up Personal Tax for you. Sage doesn't create a separate subscription in your own account.

Contact your accountant. They either submit your tax return for you, or set up access so you can do it yourself.

Your subscription didn't set up correctly

Sometimes the setup doesn't complete correctly, which is uncommon, but it can happen.

1. Select Go to Personal Tax again to retry.
2. If the same message appears, contact Sage support.

Our support team can check your subscription and fix the problem.