SA2000 review
A focused Windows and Excel tool for UK Self Assessment filing.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
SA2000 is desktop tax-return software for individuals completing UK Self Assessment returns and tax agents managing client filings. It runs on a Windows PC with Microsoft Excel, allowing users to download and complete returns offline before submitting them electronically to HM Revenue & Customs. The product covers supplementary income sections, capital gains, interest and dividends, and other Self Assessment income types. Its focus is practical rather than broad: it is designed for UK return preparation, calculations and filing rather than general personal finance management.
Pricing is straightforward. The Individual Pay as you go plan costs £14.99 as a one-time payment and includes individual Self Assessment tax-return software; a special code permits use for one return. The Individual Unlimited use plan costs £300 as a one-time payment and supports unlimited use. The published pricing covers the 2025-26 tax year, and the unlimited-use individual price is stated as £300 plus VAT. Both plans center on return preparation, while the main difference is the permitted usage level. For a single filer, pay-as-you-go keeps the upfront cost low. Unlimited use is aimed more naturally at professional users or anyone handling repeated returns.
SA2000’s standout feature is its offline Excel workflow. Users can prepare returns without working continuously in a browser, use capital gains working sheets and loss tracking, maintain interest and dividend supporting lists, and review tax-liability and payment-on-account calculations before filing. Return amendment support adds value when a submitted position needs correction. The trade-off is a narrow deployment model: the product requires Windows and Microsoft Excel, with no mobile access listed. It also does not suit users seeking a free plan, browser-first access, or a broader rental-income workflow. Choose SA2000 for structured offline UK filing; choose an alternative if those constraints outweigh Excel-based preparation.
Questions about SA2000
What does SA2000 run on? Windows. It runs as a desktop app.
What does SA2000 integrate with? 2 integrations: Microsoft Excel and HM Revenue & Customs online filing.
Who is SA2000 built for? Solo users, small businesses and mid-market companies (our editorial estimate).
SA2000 pros and cons
- Where it wins
- Supports all Self Assessment income types and capital gains
- Prepares returns offline in Microsoft Excel
- Includes HMRC-recognized Internet filing and payment calculations
- Where it doesn't
- Windows PC and Microsoft Excel are required
- No free plan; pay-as-you-go filing costs £14.99
- Rental-income support and mobile access are not part of the listed offering
SA2000 fact sheet, pricing and score →
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