Sage Sole Trader is the bookkeeping and tax app for UK sole traders, landlords, freelancers and the self-employed.
Track income and expenses, scan receipts, connect your bank, send invoices and stay organised for Self-Assessment and Making Tax Digital. Sage helps you keep digital records up to date, stay on top of your money, and feel more confident at tax time.
Why sole traders and landlords choose Sage:
• MTD-ready
Keep digital records aligned with Making Tax Digital requirements and prepare quarterly updates with confidence.
• Track income and expenses
Log transactions on the go, including business income, rental income and expenses, and always know where your money stands.
• Connect your bank
Sync your bank feed and import transactions automatically, with less manual entry.
• Scan receipts quickly
Photograph receipts and store them against the right transaction in seconds.
• Simple invoicing
Create, send and track invoices, with a clear view of what’s paid and unpaid.
• Get paid faster
Use Payment Agent to create invoices by voice or text, send smart reminders and match payments automatically.
• Stay tax ready
Use HMRC-aligned categories to keep your bookkeeping clean and organised all year round.
• Manage everything in one place
View, search and categorise transactions across your accounts in one simple app.
Whether you’re a landlord, freelancer, contractor or self-employed professional, Sage Sole Trader helps you stay organised, compliant and in control.
No spreadsheets. No accounting jargon. Just simple bookkeeping, invoice management and tax-ready records for sole traders, landlords and the self-employed.
Download Sage Sole Trader today.
Quick and easy to create invoices on the go, especially using the voice note functionality is especially quick n easy to create and send when out on the road.
Developer Response
Thanks for the 5-star review. Great to hear our Voice to Invoice feature is helping when you’re on the move. If there’s anything we can do to improve things, email us at mobile.accounting@sage.com. Thanks again.
Linking accounts
dkscou
I am really enjoying the app the only issue is linking accounts followed the instructions about 5 times still no account linked and can’t find how to contact sage to speak to them otherwise excellent
Developer Response
Thanks for your kind words, and we’re really sorry for the trouble linking your bank account. The issue has now been identified and resolved, so please try again. If you’re still having any issues, please contact us at mobile.accounting@sage.com and we’ll be happy to help. Sorry again for the inconvenience.
Has made my life easier
Knittingmama
As a new sole trader I had been keeping all my records in a spreadsheet and it was a lot of work. Sage Individual has made things so much easier for me!
Developer Response
Thank you! It’s wonderful to hear Sage Individual has made your life easier and simplified your record-keeping. We really appreciate your feedback and we’re glad to support you on your journey as a sole trader.
No bank connection
travelling sparks
I’ve been trying to connect my bank for 3 days now and not connecting . Goes all the way through system then won’t connect Worked out that just needed to try on lap top web site and connected straight away so all ok now
Developer Response
Thanks for updating your feedback, and sorry again for the trouble on mobile. We appreciate you raising this. The issue has now been identified and resolved, and we’re glad you were able to get connected.
Fixes and improvements
• An issue has been resolved that, in rare cases, could affect user data integrity. This update improves overall system stability and reliability.
We recommend updating to benefit from this improvement.
Version 4.0.0
The developer, Sage Global Services Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
Identifiers
Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
User Content
Diagnostics
Privacy practices may vary based, for example, on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More