Sage Partnership Tax

Partnership Tax is now live in Sage for Accountants! The latest tool to be added to our free compliance suite, you can now handle all your compliance and HMRC requirements in one place. 

  • Why is mine showing as only Partnership tax beta and so can't submit anything?  Is this being rolled out in stages?

  • It seems that Sage Partnership Tax only works if turnover is less than £90,000 so that you can only do a very simple partnership tax return. Why don't they tell you this at the beginning rather than wait until you have set up the client and loaded all the details. Useless for most of my partnership clients as they have a turnover in excess of £90,000. Please tell me I haven't wasted my time!

  • in reply to John Beard

    Hi John,

    Thanks for your post. I took this to the product manager for more information and he advises as follows:

    “Sage Partnership Tax (Cloud), following in the footsteps of Personal Tax, Final Accounts and Corporation Tax, has released in a simpler form initially and further development of the product will be iterated by customer feedback.

    The Ideas Board gives an outline of what is currently in development and you can make suggestions there: Ideas Board

    The product will be developed for businesses with a turnover exceeding £90,000 pa but at present there isn’t a firm time-line for that.”

    Andy,
    Sage UKI

  • in reply to Kathryn Cowin

    Hi Kathryn, apologies for the delayed reply here. Submissions are due to be enabled at the end of May.

    Andy,
    Sage UKI

  • in reply to AndyR.

    Hi Andy,

    Thank you for your reply. I'm sorry if I was a bit irritated in my post. I understand that this is a first edition of this product and it will be developed further. I guess I will have to stick with the old non-cloud version of partnership tax within Sage Taxation.

    Regards,

    John Beard

  • When are the submissions going to go live?

  • in reply to Craig Keating

    Hi Craig,

    I've checked with the product team this morning, they were aiming to make this live at the end of May. They advise they are in the final stages now and expect live submissions to be enabled very soon. I'll post any further updates in this thread as soon as they're reported.

    Andy

    Sage UKI

  • in reply to Vasiliki Pikouli

    I've checked with the product team who apologise for the current delay with this. They aimed for release in May but they have isolated an issue, that is being corrected and they assure that the update is very close to release now.

  • Hi Andy,

    I set up a partnership tax return 2-3 months ago, checked today and seeing that it is now available, I submitted the tax return.  However it failed because the IR Mark was out of date.  When I  'regenerated' the return and submitted again it failed again, this time because the amended return box is not checked.  The problem is there is no way of checking the 'amended return' box.  Can you offer any help with this please?

    Many Thanks,

    John

  • in reply to JohnDea

    Hello John,

    I believe that this issue may be due to the fact your submitted return was initially set up 2-3 months ago.

    There has likely been a schema update issued since you completed the data entry, and if the data entry sections have not been revisited since the return was set up - the schema for your submission could be out of date.

    Please can you re-open each of the 4 data entry sections, and select the option to Save Changes in the top right corner of each screen? This is applicable whether you are actually amending the data in each section or not.

    Once you have carried out the above steps, attempt to resubmit your return.

    If the return gets rejected again, please phone support so that our customer services team can investigate further.

    Many thanks,
    Adam
    Sage UKI

  • Is there any information on if detailed expenses will be available before the end of the year? Also if we can save an SA800? 

  • in reply to Sarah Massey

    Hi Sarah, there isn't a date yet for adding detailed expenses to Partnership Tax Online, if you vote for and follow this idea on the Ideas Board, you'll be informed of updates as they come along: Partnership Tax | Ability to file for | UKI Compliance Ideas Portal

    The ideas board doesn't appear to have a suggestion for saving the SA800, so I'd recommend adding that so other can vote for it, you can do that here: https://sageukcompliance.ideas.aha.io/

    Andy,
    Sage UKI