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CCH® SureTax®

CCH® SureTax®

Overview

What is CCH® SureTax®?

CCH SureTax is designed by tax experts to help businesses comply even with the most complex sale and use tax requirements. Always up-to-date on 100,000+ annual tax legislation changes, this cloud-based sales tax automation platform aims to ensure customers accurately…

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Pricing

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What is CCH® SureTax®?

CCH SureTax is designed by tax experts to help businesses comply even with the most complex sale and use tax requirements. Always up-to-date on 100,000+ annual tax legislation changes, this cloud-based sales tax automation platform aims to ensure customers accurately calculate, collect, and remit…

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  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

CCH SureTax Overview

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CCH® SureTax® Returns

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CCH® SureTax® Views - reporting

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CCH SureTax in NetSuite® overview

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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

7.3
Avg 7.9

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

7.1
Avg 7.8
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Product Details

What is CCH® SureTax®?

CCH SureTax is designed by tax experts to help businesses comply with the most complex sale and use tax requirements. This cloud-based sales tax automation platform aims to ensure customers accurately calculate, collect, and remit taxes to the correct authorities every time.

Boasting 100+ years of tax research experience, CCH SureTax assures customers stay on top of constant tax legislation changes. The sales and use tax rates and rules get automatically updated, reflecting 100,000+ annual changes for 24,000+ authorities in the US and Canada.

CCH SureTax automates the compliance process. With a single login, customers can access their Calculations, Returns, Reporting, and Exemption Certificate Management (ECM) modules. The data flows directly from one module to another, to increase accuracy and eliminate human error associated with manual data manipulation. All changes and transactions can be recreated in the event of an audit and provide customers with a strong audit defense.

Additionally, its Power BI reporting functionality allows businesses to analyze sales and use taxes on a more granular level than what might be typical of an ERP, to ensure returns' accuracy and get more insights from sales data.

The company also offers Professional Services, such as Nexus Study, Managed and Outsourced Services, allowing customers to partially or fully outsource sales and use tax compliance.

CCH® SureTax® Features

Type of tax Features

  • Supported: Sales and Use Taxes
  • Supported: Energy and Fuel Taxes

Tax Reporting & Compliance Features

  • Supported: Geolocation for Tax Assessment
  • Supported: 3rd-Party Software Integrations
  • Supported: Tax Data Reporting
  • Supported: Compliance Administration Management
  • Supported: Tax Exemption Processing
  • Supported: Tax Document Management
  • Supported: Complex Tax Scenario Management

CCH® SureTax® Screenshots

Screenshot of Transaction level viewScreenshot of Nexus dashboardScreenshot of Exempt Certificate ManagerScreenshot of Reporting viewScreenshot of Returns dashboardScreenshot of A return screenshot

CCH® SureTax® Videos

CCH® SureTax® Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUSA, Canada

Frequently Asked Questions

CCH SureTax is designed by tax experts to help businesses comply even with the most complex sale and use tax requirements. Always up-to-date on 100,000+ annual tax legislation changes, this cloud-based sales tax automation platform aims to ensure customers accurately calculate, collect, and remit taxes to the correct authorities every time.

Avalara, Vertex, and Thomson Reuters ONESOURCE are common alternatives for CCH® SureTax®.

Reviewers rate Geolocation for Tax Assessment highest, with a score of 8.8.

The most common users of CCH® SureTax® are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(112)

Reviews

(1-25 of 64)
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A+ Solution In State and Local Tax Calculations.

Rating: 9 out of 10
March 26, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
2 years of experience
The company I employ uses SureTax as its sales tax computation engine. The company is in the telecommunications space and has various questions regarding the taxability and applicability of state and local taxes regarding its products and services. SureTax has been the perfect solution; they are readily available to answer any of your questions and highly attentive regarding the requested information.
  • Integration
  • Computation
  • Segmentation
  • Unbundling
SureTax has been the perfect solution; not only are they readily available to fix any and all of your questions, but they are also extremely attentive regarding the information requested. They are the best when it comes to entrepreneurs who are entering into a space that they are not fully aware of from a state and local tax compliance perspective. They can be better from the perspective of developing their client interface.

Great Experience with CCH® SureTax®

Rating: 9 out of 10
March 04, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
We have recently implemented CCH® SureTax® to automate our sales tax billing and use tax accruals on material purchases. We are a company in the construction industry so sales tax is very complex.
  • Provided accurate rates
  • Ease of use
  • Good customer service
CCH® SureTax® is especially helpful in navigating accurate tax answers in all 50 states. Our company does construction work in every state and it is hard for us to keep up with the ever evolving tax climate. CCH® SureTax® helps with that.

Room for improvements

Rating: 2 out of 10
March 01, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
CCH SureTax was implemented with the connection through Netsuite to account for sales taxes. This has not resolved any of our business problems but only created more steps in the process of tracking, processing, and paying sales taxes. We have lost transparency as everything is not kept on the CCH website and is not easily tracked back into Netsuite. When filing, the CCH team handles it, but we have to be available to give access codes to the state tax portals so they can process it. The timing is usually an issue because there is no coordination of when they will be processed and when our time is available to send over the verification codes.
  • Sorry I cannot think of anything SureTax does particularly well.
If a company is currently doing all the processing, filing, and payments of company sales tax in-house, CCH can help there, but if a system is already in place, CCH does not add any value.

Trustworthy system!

Rating: 8 out of 10
March 01, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
We use CCH SureTax system to manage all things related to sales tax: calculations, exemption certificates, credits and refunds. This includes sales and use tax compliance work and staying on top of requesting and updating customers' certifications. CCH SureTax is a useful system to automate many processes in our daily routine work.
  • Applying existing exemption certificates to invoices
  • Calculating correct tax rates
I would recommend CCH SureTax as a sales tax management system however I would also be open to exploring other options and finding more streamlined and efficient ways to manage sales tax issues.

CCH® SureTax® - a Solid Aid to Tax Prep for Telecoms

Rating: 9 out of 10
February 29, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
3 years of experience
We use CCH® SureTax® to keep track of the taxes on our billing accounts in Rev.io. We are a telecom and as you may know, the taxes can be a bit hairy, so having a product like CCH® SureTax® available to us makes our job much easier. Helps us sleep a little better too! CCH® SureTax® tracks not only the different types of tax, but also the various states the taxes affect and all of their individual rates.
  • Sales Taxes for each state, city, metro area, etc
  • FCC charges in each state
  • PUC charges for the phones
  • Listing everything out by month, alphabetically, clearly
I would put CCH® SureTax® at the top of the scale for any Telecom business or anyone with a known tax scenario that will be similarly sketchy. This software, while not always user friendly, can do amazing things to help you navigate the tax issues facing us all today. This would not be appropriate for a company just needing help gathering their sales tax information. There are plenty of other, friendlier solutions, possibly what they are already using for their accounting that will do it cleaner, easier and cheaper. You just have to ask an expert in that software.

SureTax!

Rating: 7 out of 10
February 29, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
12 years of experience
We use it to file & pay our monthly sales & use tax. The after-sales service was not that great. It is not easy to get answers. The product is unstable; at the beginning of the month, some states were ok, but something was missing, and manual entries were needed. Until now, we have never received the resolution. All in all, it is ok. I am the reconciler of the company.
  • File & pay on time!
  • The system is very detail into each municipality & such beyond my calculation.
It's pretty good for filing & paying your sales taxes.

SureTax Solutions!!!

Rating: 10 out of 10
February 26, 2024
JG
Vetted Review
Verified User
CCH® SureTax®
2 years of experience
Excellent platform easy to integrate with your billing platform using API (good support and manual for implementation). Additionally, the web interface has a lot of helpful tools and reports to manage your services. We have been customers for more than 2 years, without any issue with the calculation of my customer taxes.
  • Local communications taxes
  • Good interface
  • Reports
Regular platform of services where apply communications taxes. It's not appropriate for general stores that only apply sales tax.

CCH SureTax is not recommended

Rating: 1 out of 10
February 24, 2024
KN
Vetted Review
Verified User
CCH® SureTax®
5 years of experience
I utilize CCH SureTax as a sales tax processing software. CCH connects with my ERP system and applies sales tax to customer orders based on location and tax setup on our customer cards. We further utilize CCH to file state sales tax returns in multiple states.
  • Applying appropriate sales tax to customers
I have had a decent experience with the sales tax processing. The areas of concerns with this company are communication, transparency with their billing practices, and having a contact to assist with questions.

SureTax has been Great!

Rating: 9 out of 10
February 22, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
3 years of experience
I use SureTax integrated with Microsoft Dynamics GP. This is to help with taxation on the sales order and also the final output, the invoice itself.
  • Updates with changes to state and local taxes
  • Great customer support online
  • Easily update customer and SKU configurations
CCH SureTax seems very highly accurate and stays up to date with the latest tax rules and regulations. This minimizes the risk of miscalculations and makes billing and sales and use tax submissions a whole lot easier.

Good but could be improved

Rating: 8 out of 10
February 22, 2024
GN
Vetted Review
Verified User
CCH® SureTax®
2 years of experience
The company uses CCH® SureTax® to look up tax rates using Zip codes so that we can correctly price orders. I support the people that are doing these tax look ups.
  • When the tax rates are available they are normally correct.
  • Support usually updates open cases fairly quickly.
  • The website is not overly complicated.
  • Support has gotten better over the last year.
Sales Tax rates for most zip codes that we lookup appear to be in the CCH® SureTax® system. I think they have been doing a better job and getting missing tax rates into the system. They still need to work on correcting the user interface so that users can reset their passwords without intervention from the Admin or support.

Robust Tax management tool

Rating: 9 out of 10
February 21, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
5 years of experience
We use CCH® SureTax® to automatically calculate tax amounts for products based on pre-configured bundles that our customer's purchase. We utilize the API to do this calculation and return accurate values to then pass on to and charge our customers for as a part of the full invoice. We also generate reporting from the CCH® SureTax® portal to assist with compliance and reporting.
  • Support, support support!
  • Robust help center and documentation
  • Friendly UI that adds solid support apart along with the API
The biggest reason why I would recommend CCH® SureTax® is the stellar support. I am able to submit support tickets for complicated use of CCH® SureTax®, detailing different business cases or technical issues, and I receive a response to properly resolve the issue very quickly (usually within 1 day). The support agents are able to respond to difficult support issues and provide helpful suggestions for resolutions.

CCH® SureTax® is a winner!

Rating: 10 out of 10
February 20, 2024
JG
Vetted Review
Verified User
CCH® SureTax®
3 years of experience
We use SCCH® SureTax® to get real time sales tax quotes for our orders. The software has enabled us to accurately tax all of our customers based on their location and what is being provided to them. It gives us trust that our tax information is done properly.
  • Calculate sales tax rates
  • Track sales tax certificates and exemptions
  • Interface with the company’s ERP
This software is suited in any situation where you need to calculate sales, tax by ZIP Code address. it automates the process, so regular accountants don’t need to worry about sales tax calculations.

Solid Exemption Tool.

Rating: 7 out of 10
February 16, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
Suretax is a verification tool to ensure the business accurately collects and reports tax. Suretax is used to verify the accuracy of sales numbers. Suretax addresses the problem of accurately taxing or exempting each customer transaction. Suretax addresses the problem of expired exemptions. Most users interface with Suretax through D365's callout to verify the transaction live. A select group of users populate and maintain Suretax and use it to generate data on demand.
  • Geocode determination for Urban Zone exemptions.
  • Data Exchange Rules.
  • Line Item Tax Breakdown.
Starting from zero with Suretax would be ideal. I found it cumbersome and time-consuming if you need to import existing data. We opted not to import existing certificates after seeing the process for data. The pre-defined reports are beneficial, but we cannot define custom reports, which is limiting.

Thoughts on SureTax.

Rating: 7 out of 10
February 16, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
The company I work for currently uses it for tax calculations and reporting for various entities in both the US and outside the US. Reporting is run on a monthly basis to assist with tax return compliance and payment of taxes due to the appropriate jurisdictions. It is also used for running audit checks against the ERP the company uses.
  • Displays Tax Information.
  • Basic Reporting Tool.
  • Allows for Custom Period Choice for Reporting Purposes.
I feel that the system needs to be made more robust and similar to the products that are used by larger corporations. Customized reporting and the ability to see tax rules set up, as well as tax rates for all jurisdictions, would be a plus. I would like to see the system becoming more user-friendly.

Our experience with CCH SureTax since 2021.

Rating: 10 out of 10
February 16, 2024
CP
Vetted Review
Verified User
CCH® SureTax®
4 years of experience
We currently have SureTax built into our ERP system to maintain sales tax rates, taxability, and reporting. Nexus is very easy to maintain plus SureTax even notifies us if we are approaching a threshold in a different state that we do not have Nexus in so we can get registered there to also collect sales tax. We currently collect taxes in 26 states. I could not imagine keeping track of all of the tax codes, rates, etc.
  • Maintains Nexus nationwide.
  • Implements all of the various sales tax rates nationwide automatically.
  • Clean website that is very user friendly.
  • Support is very quick to respond and always fixes any issues you may be having.
  • We have had this since 2013, and not one time has a sales tax rate been wrong. We used to have Avalara, where we had 12 different overrides in their system just to calculate the correct tax. It is nice not having to maintain those.
I have recommended SureTax a few times already. Sales tax rates have never been wrong since 2013. Remote Seller amounts are automatically maintained in SureTax, so it will notify us when we are approaching a state's threshold. The website is very clean and user-friendly. A huge step up from their former product that we had called Sales Tax Office (STO). Their reports are very easy to read and understand.

Skip This Solution

Rating: 1 out of 10
February 16, 2024
AF
Vetted Review
Verified User
CCH® SureTax®
3 years of experience
We use CCH® SureTax® as an add-on in Microsoft Dynamics to calculate sales tax on our invoices, sales orders, and quotes across multiple related companies. CCH® SureTax® communicates with another product that manages sales tax exemption certificates and doesn't charge sales tax when an exemption certificate is on file for the ship-to state. We added this product on to remove our Customer Service Team from haphazardly allowing a customer to claim exemption without providing proper documentation that was analyzed by the Tax Department.
  • Stays updated on current sales tax rates.
If we could go back in time, we would have selected a different option and not gone with CCH® SureTax®. The entire tax department and our IT team are thoroughly unimpressed. Cost and time are the only things stopping us at the moment.

Saves Time while reporting however a slow server speed

Rating: 8 out of 10
February 16, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
We utilize CCH® SureTax® by reconciling S&U Returns throughout the U.S.A for several of our companies. It allows quick reconciliation of returns, easy payments, and less frustration while filing due to the differences in the various state returns. We use CCH® SureTax® to remit & pay returns for us and we monitor issues on the CCH® SureTax® Dashboard. Waiting for the websites during the uploading processes and loading processes are time-consuming. I would like to see quicker uploads and faster processing to the next screen in CCH® SureTax® and the CCH Dashboard.
  • Up to date Tax Forms
  • Teams to handle every situation
  • Personal Reps to help with immediate needs
CCH® SureTax® has saved us time by reporting by each state's idiosyncrasies. They change with our reporting needs and there are clear paths of communication.

Would Not Recommend this product

Rating: 5 out of 10
February 16, 2024
Verified User
Vetted Review
Verified User
CCH® SureTax®
2 years of experience
We use CCH® SureTax® to import transactions and then we use the return site as well to process our returns. They also calculate the tax on our online orders. I'm the main one that uses the CCH® SureTax® platform to make sure that all of our transactions are accounted for.
  • The site is user friendly
  • The site is easy to navigate
In my experience, when there are issues our account rep isn't very responsive. In my opinion, the set up process was a huge pain and not everything was done properly and we had to handle some of it on our own. In my opinion, there is no responsibility when the team makes an issue and them resolving, we have to do everything. They turned on a state we had turned off and tax was being collected. I asked why, got no response other than I needed to handle it on my side and get with the state and try and figure out how to file the taxes on my own.

Sandvik Machining Solutions.

Rating: 9 out of 10
January 29, 2024
SM
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
CCH handles all our business-related taxes.
  • Filling all Business taxes on time.
  • Approving process is much easier.
  • Provide online support for the business taxes or questions.
We receive notification by email when the business tax reports are filled by CCH and it works fine. But when you go into the website, that's where we find it a bit confusing because of the lack of training. I hope they make the CCH website more user-friendly or provide some training to look up the filled reports or should be able to see when the reports are due for each state.

Telecommunications Sure Tax review

Rating: 10 out of 10
December 18, 2023
JB
Vetted Review
Verified User
CCH® SureTax®
15 years of experience
We use Suretax to receive tax files for our telecommunications reseller clients. We pull their tax files and translate this to pay their Telecom taxes.
  • Tax data files
We recommend Suretax for our all our clients when they join with us.

Okay, but could be better

Rating: 5 out of 10
December 15, 2023
NW
Vetted Review
Verified User
CCH® SureTax®
2 years of experience
We have went with you guys to file our sales tax for us, but it is not going well. Things are not getting filed correctly, I have to go in and take out all the negative amounts and correct the return based off of that, things are not going to the correct place, I have to add all the locals and any problems we have. It is much easier for me to file the returns than to have you guys file for us and it was supposed to be the other way around. Also, every time we are inquiring about something or need help with something it takes forever to get a response back from someone causing issues. Things just are not getting done easily and as quickly as it should be.
  • Tax Rates being the most recent rates
  • Easier to figure out what we are off and what tax type something is
  • Being able to tell when an exemption needs to be updated.
Pretty much the things I have described in the previous sections:
Responds times
Returns being generated not being easy and taking a bunch of time to do
Not having enough report options

Two thumbs up

Rating: 10 out of 10
December 15, 2023
Verified User
Vetted Review
Verified User
CCH® SureTax®
17 years of experience
SureTax provides research and notice of changes in sales tax laws in the many jurisdictions. SureTax maintains a Mapping Guide based on tax laws used to map Yardi product and service codes to Group/Item numbers in the Mapping Guide.
SureTax is used to calculate sales tax on our invoices and prepare sales tax returns. Yardi files the returns and pays the tax.
  • Calculates taxes
  • Prepares sales tax returns
  • Researches and reports on sales tax laws in all the US taxing jurisdictions
  • Provides support Yardi
Calculating and reporting sales tax. Supporting Clients in sales tax audits with up to date research on State's interpretation of sales tax laws in immerging areas of tax laws with regard to the new age of electronic services. For example, we just finished an PA audit where they interpret the law to include ACH fees as taxable.

35 States of Sales Tax

Rating: 8 out of 10
December 15, 2023
RL
Vetted Review
Verified User
CCH® SureTax®
4 years of experience
We use SureTax® to do sales tax compliance in about 35 states.
  • Accuracy
  • Detailed reports to be able to file accurately with the states
  • have not had any downtime
If you file in multiple states, SureTax® is well suited. It integrates well with our MRP software. Have not had many reconciliation problems between SureTax® and my MRP software. Less suited if you file in one state and locality.

CCH needs improvement

Rating: 4 out of 10
December 15, 2023
Verified User
Vetted Review
Verified User
CCH® SureTax®
5 years of experience
We use CCH to calculate sales tax on invoices to customers. CCH keeps tax rates up to date so we do not have to worry about whether we are invoicing the correct tax amount.
  • Easy to set up customer with tax exemptions
I think CCH needs to be much more user friendly and the Support division has room for much improvement. Support needs to be much more accessible; can't hide behind the support portal and never talk to your customers by telephone. Sometimes or a lot of times, an actual conversation is much more productive at solving a problem than through messages on a portal.
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