This month’s bulletin is packed with practical tips, learning opportunities, and new features to help you work smarter.

From banking and VAT to AI-powered support and MTD guidance, choose what works best for you. 

Banking Excellence 2026

Learn how to manage everyday banking tasks, from entering transactions to saving time with bank feeds and recurring entries.

Join live sessions during May and June. Attend six different sessions and complete the quiz to earn your digital badge. Register now.

Run a year end

If you're closing a financial year, our Help Centre guides you through the process step by step. You'll find clear guidance on preparation tasks, running the year end and optional housekeeping tasks to keep your data tidy.

Join our live webinar on 21 May at 2pm.

Help with VAT Returns

Get step-by-step guidance on preparing, checking, and submitting your VAT Return with confidence.

Choose the guidance that applies to you: 

• UK VAT
• ROI VAT

Tip of the month - save time with shortcut keys

Speed up data entry by using keyboard shortcuts to navigate and complete tasks faster.

Use function keys to reduce clicks and stay in control. For example, press F6 to copy the value from the field above, or press F8 to delete a line.

Running management reports

Management reports help you understand your business performance over time, including profitability and overall value.

They bring key information together, such as balance sheet, profit and loss, and trial balance reports. 

Join our free live webinars

Work smarter this month with expert-led webinars packed with practical guidance you can use straight away. Topics include:

• Sage Copilot
• MTD for Income Tax (sole traders)
• VAT Returns and more

 View the timetable and choose the sessions that suit you. 

Making Tax Digital (MTD) for Income Tax - UK only

Find clear answers to common questions about Making Tax Digital for Income Tax, from eligibility and access to quarterly submissions.

Learn more about features, functionality, and what to expect as MTD for Income Tax continues to roll out.

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