# Sage Sole Trader - MTD Ready — MTD - Ready tax & bookkeeping > UK sole trader bookkeeping, invoicing, and MTD-ready tax app. (iPhone/iPad app by Sage Global Services Ltd.) - Source: https://appshunter.io/ios/app/sage-sole-trader-mtd-ready/id1641307408 (this page in markdown: same URL + `.md`) - Developer: [Sage Global Services Ltd](https://appshunter.io/developer/1037318924) - Category: Finance, Business - Price: Free - Rating: 4.74/5 from 326 App Store ratings · 23 written reviews indexed - Age rating: 4+ - Requires: iOS 18.6 · 116 MB - Languages: American English - Released: 2023-04-04 - Data updated: 2026-08-25 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/sage-sole-trader-mtd-ready/id1641307408/reviews.md ## What is Sage Sole Trader? 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. ## Key features - MTD-ready tax compliance - Income and expense tracking - Bank account connection - Receipt scanning - Invoice creation and tracking - HMRC-aligned tax categories ## Recent user reviews (10 of 23) All indexed reviews: https://appshunter.io/ios/app/sage-sole-trader-mtd-ready/id1641307408/reviews.md ### 1/5 — This app is now useless! *2026-08-04* I’ve been paying £7 a month to use this app, and I’ve gone to re-authorise my bank account and it takes me to a page that doesn’t show any link to re-authorise my bank account, therefore making it impossible to complete the quarterly tax return. Made £28 payment over 4 month to leave me late in sending the quarterly return! Rubbish ### 1/5 — Not good enough *2026-06-30* Can’t add certain bank accounts and has no ability to add manual receipts for the likes of cash payments at petrol stations. Not enjoying the experience so far and fully expect it to create me hmrc issues rather than solve then ### 5/5 — Great *2026-06-28* Very simple and effective ### 5/5 — MTD *2026-06-03* Easy to follow and efficient way to get into MTD. 👍🏼 ### 2/5 — App hasn’t worked since 7th April *2026-05-12* This app (Sole Trader for MTD) was working well until the requirement after 90 days to reauthorise connection to my business banking account. When selecting reauthorise account link, it takes me to a page with no links or ability to reauthorise. The app is now useless and not tracking my finances. ### 4/5 — Very good, but … *2026-05-08* I really like this app. I haven’t submitted anything yet so can’t comment on that, but updates to make things easier would be very welcome. For example, I have recurring costs, why can I not set up monthly recurring payments, or at the very least duplicate a previous transaction that I could edit and add with few changes (maybe just the date). Unfortunately the feedback link doesn’t work for me to make suggestions This app has the potential to be a great app ### 1/5 — No bank Connection *2026-04-21* Can’t connect my bank to the app **Developer response:** We’re sorry to hear you’ve been unable to connect your bank. This is not the experience we want to deliver. Please contact us at mobile.accounting@sage.com so we can look into the issue and help. ### 5/5 — Sole Trader *2026-04-17* First Class **Developer response:** Thank you for the 5-star review. We really appreciate your support. ### 2/5 — It’s ok *2026-04-11* Started off alright, but can’t seem to find where I can register my CIS to invoices. And can’t find anything helpful online **Developer response:** Thank you for your feedback. We’re currently working on bringing CIS support to the app, and it will be available soon. We appreciate your patience. If you need any help in the meantime, please contact us at mobile.accounting@sage.com. ### 3/5 — Flaky *2026-04-11* I’m afraid I like that very much, but I’m not sure I’d use it on a long-term basis because I’ve every single time I go back to it I have to login again. Where is the Face ID? **Developer response:** Sorry to hear this. You should not need to log in every time you return to the app, as sessions should usually remain active unless you have been inactive for a longer period. Please contact us at mobile.accounting@sage.com so we can understand what’s happening and help you. ## Frequently asked questions about Sage Sole Trader ### What is Sage Sole Trader's main purpose? Sage Sole Trader is designed to simplify bookkeeping and tax management for UK sole traders, landlords, and freelancers. It helps users track finances, send invoices, and stay compliant with Making Tax Digital (MTD) requirements. ### Is Sage Sole Trader suitable for landlords? Yes, Sage Sole Trader is specifically designed for UK sole traders, landlords, freelancers, and the self-employed. It allows for tracking rental income and expenses alongside other business transactions. ### How does Sage Sole Trader help with Making Tax Digital (MTD)? The app is MTD-ready, meaning it helps users keep digital records aligned with HMRC's Making Tax Digital requirements. It facilitates preparing quarterly updates with confidence. ### Can I connect my bank account to Sage Sole Trader? Yes, Sage Sole Trader allows you to connect your bank feed. This feature helps to sync transactions automatically, reducing the need for manual data entry. ### How does Sage Sole Trader handle invoicing? The app offers simple invoicing features, allowing you to create, send, and track invoices. It provides a clear view of paid and unpaid transactions, and includes features to help you get paid faster. ### What is the user rating for Sage Sole Trader? Sage Sole Trader has a high user rating of 4.7 stars, based on 326 ratings. This indicates strong user satisfaction with the app's functionality and performance. ### When was Sage Sole Trader last updated? The latest version of Sage Sole Trader was updated on April 30, 2026. This indicates ongoing development and support for the application. ### What age rating does Sage Sole Trader have? Sage Sole Trader has an age rating of 4+. This means it is suitable for users of all ages, with no age restrictions. ## Version history (last 5 releases) ### 4.4.0 — 2026-08-12 What's new: • Customise invoice number formats and numbering to suit your business needs. • Quickly find active or inactive bank accounts using the new account filters. • Enjoy a faster and more reliable app with performance improvements and bug fixes. ### 4.3.0 — 2026-07-14 What's new: • Bug fixes and performance improvements. ### 4.2.0 — 2026-07-06 What's new: • A refreshed Taxes area to connect HMRC, view your tax estimate, and manage MTD updates. • Copilot Insights for paid plan customers to review auto-categorised transactions. • Faster transaction entry with Save and add another. • Easier invoicing with Save and send and Save and add new. • A smoother CIS experience. • Bug fixes and performance improvements. ### 4.1.0 — 2026-04-30 What's new: • CIS support is now available for subcontractors on paid plans. Check your Settings to make sure CIS is turned on. • Bug fixes and performance improvements. ### 4.0.0 — 2026-04-20 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. ## More apps by Sage Global Services Ltd - [Sage Project Center](https://appshunter.io/ios/app/sage-project-center/id1085167115) - [AutoEntry](https://appshunter.io/ios/app/autoentry/id1166292687) - [Sage DPW Manager](https://appshunter.io/ios/app/sage-dpw-manager/id1382690325) - [Sage Service Operations mobile](https://appshunter.io/ios/app/sage-service-operations-mobile/id1437772803) - [Sage Events Live](https://appshunter.io/ios/app/sage-events-live/id1449452381) - [Sage DPW Mitarbeiter](https://appshunter.io/ios/app/sage-dpw-mitarbeiter/id1456359260) All apps by Sage Global Services Ltd: https://appshunter.io/developer/1037318924 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*