Personal Tax is accessible for members of our Sage Accountants Network.
If you’d like to use Personal Tax with all of your clients, irrespective of what software they’re using, you’ll need to take out an annual subscription. With this subscription, you’ll be able to work with an unlimited number of clients.
When using Personal Tax, there are several ways to start a subscription. When working on a return, if at the top of the screen you see the Subscription Required message, select that to begin the subscription process.
You’ll also be prompted when attempting to produce a PDF of the return without a watermark, or generate an iXBRL file.
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