Did you know that Sage has the only suite of accounts and tax preparation products for accountants' on the ICAEW accredited Software Scheme

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1 Sage Practice Suite

2 Did you know that Sage has the only suite of accounts and tax preparation products for accountants' on the ICAEW accredited Software Scheme

3 Contents Sage Practice Suite Sage Practice Solution Range Case Study: Bumblebee Accountancy Compare Accounts Range Sage ixbrl Document Tagging Sage Corporation Tax Sage Taxation

4 Sage Practice Suite Sage Practice Suite offers an integrated range of tax and accounts preparation software. Each component is available as a stand-alone item, or can be integrated together allowing you to work from a single client list, saving time and reducing data errors. With Sage Practice Suite you can relax in the knowledge that you re fully compliant, with access to our award-winning software support.

5 Compliance and quality of service are at the forefront of our thinking in all Sage Taxation and Accounts services.

6 Sage Practice Solution Through Sage Practice Solution, you can extend the power of our Taxation and Accounts software by linking them together to maximise practice efficiency and put your client data to work in valuable new ways. It provides a single portal to review and manage your clients and prospects, giving you a configurable view that suits your practice. You can also launch into any of the associated compliance products, linking and synchronizing data across the Sage Tax and Accounts range as well as populating data from Sage 50 Accounts. More than the sum of its parts At its heart, Sage Practice Solution comprises three core applications all seamlessly integrated with each other and with other Practice Suite software. Work your way We ve designed it to be as flexible as possible so you can work with the software whatever way suits your practice. You can also opt to integrate as little or as much of the Practice Suite as you wish to give you real choice in your preferred solution. An easier life with Sage Practice Solution Sage Practice Solution is flexible enough to support the working methods of practices, both large and small and it can be adjusted over time, growing with you and fulfilling your changing requirements. With all this functionality packed into one place, Sage is on hand to help you unlock its full potential. We offer excellent Training and Professional Services solutions to help you get set-up and make the most out of your full suite of accountancy software.

7 Practice Manager Let your software share the burden of the administration that your practice generates. This application will help you track your communications and simplify the generation of letters. Tasks can also be managed for both clients and staff and an easy to use reporting tool will provide a wealth of data for you to exploit. Central view to show staff or team communications - navigable to associated client/job Pre-packaged reports Facility to export reports to Microsoft Excel Work on your reports on-screen and drill-down to areas of interest Works with Microsoft Word mail merge Pre-packaged letters available Central view to show tasks by client or staff member Time & Fees An end-to-end solution for any practice charging for services on a time and fees basis. This modules makes time entry quick and simple, enables the setting of rates and policies along with support for billing. Weekly timesheet view Time entries can be approved on an individual basis if required or in groups Debt management Open and edit entries directly from the ledger One-click invoicing Practice Hub This is where you ll find your single view of your clients and prospects. All the customer information you need is at your fingertips along with easy access to other Sage services. And because Sage Practice Suite is fully integrated with those services you don t need to re-key details in different applications. Practice Hub integrates existing client data from: Sage Corporation Tax Sage Personal Tax Sage Business Tax Single view of client affairs covering contact details, relationships with other clients and prospects as well as tasks, notes and WIP At no extra cost, you can also add an unlimited number of individuals, companies, partnerships, trusts etc A flexible complete view of the WIP ledger including grouping and filtering

8 With 1 in 3 UK VAT-registered businesses using Sage, there s also a good chance some of your clients are already using our accounts and payroll software. By switching to Sage, you could further increase your efficiency and reduce your costs.

9 Range The 1st UK software provider to support the new FRS 102 standard with ixbrl. Over 99% of ixbrl accounts are successfully accepted by HMRC first time* As individual as you and your clients Only Sage gives you choice of online and desktop software for your accounts preparation work. Keeping up with compliance is a challenge for most accountants, as is the need to improve practice efficiency - both to provide a better service to your clients and increase profitability of your compliance work. Additionally, you may well have concerns about ixbrl as well as the compliance changes with new UK GAAP. You could also be looking for ways to personalise your service and further enhance your client relationships. A helping hand At Sage, we live and breathe our customers businesses. That s why we have developed a range of accounts production software to help your practice to meet its full potential by delivering the quality of service your clients expect. Meeting the different needs of your clients Sage are market leaders in UK GAAP compliance, with the largest compliance team in the UK, actively working alongside the Financial Reporting Council (FRC) to ensure that the latest compliance is embedded within the software. We stay ahead of compliance changes and were the first software provider to support the new FRS 102 standard with ixbrl. We offer award winning support and regular updates for all our software. Whether you re looking for exceptional value, customisation or integration with Sage 50 Accounts, we can provide the software you need. * Figures for June 2015

10 The UK s first online accounts preparation solution from a brand you can trust. has been built in conjunction with a panel of accountant and bookkeeper design partners, tailoring it to the best possible experience for the end-user. It will allow accountants to file year end accounts for small business clients from multiple devices at any location as data can be accessed and edited remotely. is an easy to use, highly flexible tool packed with features designed to offer your clients a quicker, more efficient and individual service. Designed to work the way accountants work, it allows you to populate data from other programs, saving you valuable time and improving accuracy by removing the need for re-keying information. Fully configurable, the auto update facility in Sage software ensures that the latest compliance and software updates are supplied in a timely manner. offers total flexibility and exceptional reliability for all sizes of practices with multiple clients working in different fields. Designed to meet the needs of the most demanding clients, it ensures you can offer further services to your clients and build better client relationships. Unrivalled integration with Sage 50 Accounts can dramatically improve efficiency and provide a better service for clients. Fully configurable and customisable the auto update facility of also ensures software updates are easy to apply and available as they are released. All reports are fully customisable enabling you to tailor the accounts to meet your clients requirements and, if required, to develop a practice style to differentiate your practice from the competition. "The ability to drill-down from the face of the accounts makes reviewing accounts so easy." Jim O Leary, Dean Statham, Sage User

11 Key features of the Sage accounts production range: Auto updates for the latest compliance requirements including the new FRS 102 standard Recognised by HMRC for ixbrl Automatic ixbrl tagging built-in Assisted ixbrl tagging solution which educates and guides you through compliant tagging for customised content Easily customisable reports Integration with Sage One Accounting, Sage 50 Accounts or other accounting software packages used by your clients Integration with the complete Sage Practice Suite, or on it s own, as the best in class accounts production software. Includes Sage ixbrl Document Tagging, allowing you to create compliant ixbrl accounts for non-sage accounts production clients

12 Case Study: Bumblebee Accountancy Sage Practice Suite Leadpack Online real time communication is the latest buzz for Bumblebee Accountancy Brendan Thomas, founder of Bumblebee Accountancy is passionate about making the best use of modern technology to help his clients. The days of the client turning up with a plastic bag of receipts have gone for me, he says, The future is all about cloud technology. Brendan s vision for his practice is far removed from the traditional image of a stuffy accountant. He uses to connect quickly and easily with his clients. Working in rural Cornwall, means it s not always easy for Brendan to meet his clients face to face. So, using cloud technology means he can connect to his clients online and give his advice based on up to date information about their accounts. Brendan turned to Sage and cloud technology after a less than satisfactory experience with a different desktop software solution. It was a big headache, he says. It wasn t intuitive and it was difficult to use. That s when I did a search on the internet and found Sage. I started to use it and it made my life so much easier. Now he can connect to his clients data and work with them online, Brendan says it makes a big difference. Client and accountant can work together and get real time information, not historic data. We help clients to look forward and to manage their business to manage their forecasting and projections. The flexibility of using also has additional benefits for his rural practice: I ve been able to grow my practice very quickly, Brendan explains. I ve got clients not just in Cornwall, but all over England. Being able to connect to clients and work online means Bumblebee Accountancy doesn t need an established office premises. Brendan can offer his employees more flexible working options and the chance to work from home, meaning his practice attracts good staff as well as meeting their clients needs. Brendan s continuing to grow his practice, offering expert advice to his clients and connecting to them through Sage Final. He remains committed to overturning the image of an old-fashioned accountant and providing real benefits to businesses. Most clients see accountants as a cost to their business, he says. I want to change that. I want them to see Bumblebee Accountancy as a business partner, working with them and providing real time information to help them manage their business. Client and accountant can work together and get real time information, not historic data. We help clients to look forward and to manage their business. Brendan Thomas, Owner, Sage User About the business Brendan Thomas set up Bumblebee Accountancy, based in Helston, Cornwall in Making use of cloud technology means he can provide accounts, taxation and payroll services for a wide range of clients in the county and further afield.

13 Compare Accounts Range Security and user access Annual Accounts Technology Internet banking standard On premise On premise This section describes the applications within the Sage accounts production range for the preparation of annual accounts. User access security Definable security and access levels Clients only Support and updates Latest version Always up to date v16.0 v Update 1 Regular updates Always up to date Release date January 2017 February 2017 April 2017 ICAEW Accredited Software Platform Online Windows Windows Client limits Unlimited Unlimited Unlimited User limits Unlimited Unlimited Unlimited Multi-user Limited Network compatibility Online Telephone support Web chat support Field Support User assistance Compliance guidance User guides Laptop technology to allow clients to be "checked in" or "out" Not required Training Videos

14 Roadmap Product Recent releases View our timeline View our timeline View our timeline Launching soon See what s launching soon See what s launching soon See what s launching soon The future See what s planned See what s planned See what s planned Legislation standards Sole Trader Small limited company (UK Companies Act individual accounts) UK UK GAAP Irish FRSSE 2008 Partnership FRSSE2015 UK FRS 102 Section 1A Irish Limited company (UK Companies Act individual accounts) Micro-entity (UK Companies Act individual accounts) UK GAAP UK GAAP FRS 102 FRSSE 2008 Limited company (UK Companies Act group accounts) FRSSE 2015 UK GAAP FRS 105 FRS 102 FRS 102 Section 1A

15 Legislation standards Small limited company (Irish Companies Act individual accounts) Limited company (Irish Companies Act group accounts) Irish GAAP / Companies Acts Irish GAAP / Companies Acts FRSSE 2008 / Companies Acts FRSSE 2015 / Companies Acts Irish GAAP / Companies Acts 2014 Irish GAAP / Companies Acts 2014 *FRS 102 Section 1A / Companies Act 2014 FRS 102 / Companies Act 2014 FRSSE 2015 / Companies Acts 2014 *FRS 105 / Companies Act 2014 *FRS 102 Section 1A / Companies Act 2014 Limited company (Irish Companies Act individual accounts) TBC TBC *Note: Ireland has not yet transposed the EU Directive, so FRS 105 and the July 2015 amendments to FRS 102 for small companies (FRS 102 Section 1A), are not yet available for use by Irish entities which is applicable for accounting periods beginning on or after 01 January Irish legislation is expected in early Irish GAAP / Companies Acts Irish GAAP / Companies Acts 2014 FRS 102 / Companies Acts 2014

16 Legislation standards LLP's (UK) Charities (UK Registered in England and Wales Scotland Northern Island) SORP 2010 / FRSSE 2008 SORP 2005 / FRSSE 2008 (exc. NIR) SORP 2010 / UK GAAP SORP 2010 / UK GAAP (exc. NIR) SORP 2014 / FRSSE 2015 Charities SORP (FRSSE 2015) (exc. NIR) SORP 2014 / FRS 102 Charities SORP (FRS 102) SORP 2017 / FRS 105 Charities SORP (FRS 102) - Update Bulletin 1 SORP 2017 / FRS 102 Section 1A SORP 2017 / FRS 102

17 Legislation standards Pension Schemes Farms SORP 2007 / UK GAAP / UK Pensions Act 2004 UK Unincorporated SORP 2014 / FRS / 102/ UK Pensions Act 2004 UK Incorporated / UK GAAP UK Incorporated / FRS 105 UK Incorporated / FRS 102 Section 1A Clubs UK Incorporated / FRS 102 UK Unregistered UK Registered Doctors UK

18 Features Trial balance entry Incomplete Records Sage One Start / Accounting Manual trial balance Accounting adjustments Prior period adjustments Automatic brought forward balances Copy Journals Software filling accounts to Companies House Dormant accounts Micro-entity Small abbreviated company accounts Audit exempt full company accounts Audited individual full company accounts LLP accounts

19 Reporting Capabilities Report document formats Customisation and editing PDF Customise set of accounts content Limited IXBRL Add and remove sections / notes Limited MS Word Presentation options Limited Create multi-client templates Error checking and validation Spelling Browser Custom styling properties Customisation of IXBRL tagging Limited Validation checks Interactive validation checks Preview Reoports Interactive accounts Drill into data Drill into balances

20 Integration Book keeping integration Practice Management integration Sage One Start / Accounting CSV CSV Sage Impact Sage 50 Accounts CSV Sage One Partner Edition CSV / Excel Sage Practice Solution Other bookkeeping applications CSV Taxation Integration Sage Personal Tax Online Sage Corporation Tax Online Sage Taxation Suite Sage Corporation Tax Other taxation applicants

21 Sage Corporation Tax is a recent addition to the Sage Practice Suite. Our new corporation tax software is designed to deliver an extensive range of functionality and a simple straightforward user experience.

22 Sage Corporation Tax Whether you are a frequent corporation tax user or not, the simple menu based navigation and consistency between screens mean that you can quickly and simply complete all administration and compliance work. Built with you in mind Our new Corporation Tax product has been built to be instantly familiar to customers already using other Sage Practice suite products. With familiar menu driven navigation and wizards to help in critical areas like online filing, learning the new software is easy. With a broad range of compliance and some new dashboard administration functionality, managing your corporations tax portfolio has never been so easy.

23 Integration Thanks to this best ever integration, We ve introduced wizards to Functionality All company types are handled Sage Corporation Tax forms part of an integrated workflow across the Practice suite, ensuring that you only need input data. Sage Corporation Tax brings in data from both and. Our new dashboards include notification of cases ready for import, with files automatically being stored in the correct directory for instant visibility. To deliver consistent usability between products and increase ease of use across the suite, functionality such as Sage Assisted Tagging, already familiar from other suite modules. you ll only have to input data once. No re-keying data means freeing up resources and cutting down on potential mistakes. Ease of use Sage Corporation Tax is designed to make the software easy to learn and simple to navigate, allowing you to deliver compliance efficiently in the way you want to work. We ve added user and client dashboards when you first enter the software to make sure you are on top of the workload. With all functionality accessible from the menu, its quick and easy to get to wherever you want to go. complete areas of process, such as client creation, ixbrl tagging and online filing, so that we take away any complications. Simple clear validations and error messages help ensure that any processing errors are resolved immediately. The software is truly flexible, allowing you to add any business activity to any company and amend accounting period dates without losing data. " Works very well, and offers more collaboration". Peter Rees, Sage User The software delivers a wide range of compliance, supporting multiple business activities as well as a broad range of capital gains and other income sources and online filing process for successful submission to HMRC. Supports CT600 A C E J with additional schedules to follow. The Fixed Asset Register links automatically to the Capital Allowances calculations Delivers simple group relief claims and surrenders Includes Tax Modelling functionality, to compare alternative tax treatments through the same simple user interface and same company template Quick links help you navigate to key areas in the software Clean and simple reporting to deliver a professional reporting pack to the client New dashboard functionality combines on screen reporting with links to jump to the area to complete any required actions

24 Sage Taxation software is a byword for readability. In fact, Sage s online filing success rate across individuals, partnerships and trust Self Assessment returns stands at 99.68%* *Figure correct at January 2015

25 Sage Taxation Sage Taxation includes Personal Tax, Business Tax, Trust Tax and Partnership Tax delivering 99.68% filing success rate. Sage Personal Tax Easy to use, with clear data entry screens, the flexibility of Sage Taxation means you can include the appropriate level of detail throughout the full range of SA100 returns. The optional Sage Dividend Scheduling tool automates the entries for dividend income from client shareholdings. Sage Business Tax All the time consuming calculations required for trading income are automated in Sage Business Tax and shared with partnership and personal tax as appropriate. This module delivers a significant boost to efficiency and reduces chargeable time spent on trading income. Business Tax also maintains full analysis of capital allowances and losses across years. Sage Partnership Tax Simple data entry through the tax return means you can quickly and simply complete the partnership return and all supporting schedules. Importing trade entries from Business Tax module, saves further time and eliminates mistakes. Sage Trust Tax Less frequently required by practices, the same simple data entry and workflow through to online filing used in Partnership Tax makes Trust Tax instantly familiar. The trust tax calculation guide is also completed automatically as you enter the return information.