Access Sage Personal Tax

How to open Sage Personal Tax for your own return or a client's return. Starting from the correct area helps you access the right tax year.

How you access Sage Personal Tax depends on whether you're completing your own return or managing a client's return.

If you're completing your own return, Sage Personal Tax becomes available after you submit all four quarterly updates for the tax year.

You also need an active Sage Accounting or Sage Sole Trader subscription and Administrator access.

If your HMRC authorisation has expired, Sage asks you to reconnect before you continue.

If you're an accountant, access Sage Personal Tax from the client's record in Client Management.

Access your own tax return

1. Complete and submit all four quarterly updates for the tax year.
2. Open your MTD Income Tax summary in Sage Sole Trader or Sage Accounting.
3. Select Go to Personal Tax.
   NOTE:

   If Go to Personal Tax doesn't appear, check that you've submitted all four quarterly updates.

4. Sage Personal Tax opens for the relevant tax year.
   NOTE:

   If you see a permissions message, contact the account owner to request Administrator access.

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Access a client's tax return (Accountants)

1. Open Client Management.
2. Find the client in Clients and prospects.
3. Under Products, select Personal Tax.
4. Select Open tax year to access an existing tax year.

If you need to create the tax year first, see Create a Personal Tax tax year.