CCH® SureTax®

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

CCH handles all our business-related taxes.

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.

CCH® SureTax® is utilized in our organization to address critical business problems related to tax calculation and compliance. The product enables us to streamline and automate the complex process of calculating taxes across various jurisdictions, reducing the risk of errors and ensuring accurate and up-to-date tax assessments. Our use case involves implementing CCH® SureTax® to handle tax calculations for sales, purchases, or other transactions, depending on the specific needs of our business. The scope of our use case extends to managing tax obligations in multiple regions, simplifying compliance efforts and enhancing overall financial accuracy and efficiency.

We are using SureTax for managing tax Calculations in US & Canada country along with reporting and exemption certificate management. Module SureAddress also play a vital role to get the Geocode for respective valid address. By this tax accuracy increased for said country and human error associated with manual data manipulation eliminated. Never the less timely customer invoices process.

CCH® SureTax® was a godsend for our organization. We lacked the capabilities to drill the sales tax rates into county specifics and CCH® SureTax® made the work easy to accomplish. After sending our monthly file, they would return the sales tax returns with all the proper counties taxes imposed making our payments accurate and timely!

We currently use SureTax for sales and use filings for 2 organizations covering 36 states and file nearly 100 returns monthly. We are looking forward to the SureTax roll out of prepayment options which are scheduled to be available later this month and plan to implement those for several states.

Telecommunications taxes are one of the most complicated types of taxation to keep track of. When I first launched the business 9 years ago, calculating taxes for telecom required a subscription to a rather expensive set of tools as the task of accurately calculating them was next to impossible to do manually. They were a very limited number of companies that provided tools for this and they all charged roughly the same thing. The companies that provided these services were not only expensive. They were standalone services that had nothing else to offer other than tax calculation. This meant that our billing platform and other associated software still had to generate information to be manually input into the tax solution and then the results would have to be manually put into the billing and management systems. Needless to say I always extremely excited when I found CCH® SureTax because they offered an entire suite of software that allowed us to manage not just taxes for billing but also a number of other separate pieces of software that we were subscribing to that was all designed to work as a system. Ultimately we were able to reduce our costs of compliance significantly and do so while gaining the efficiencies of a software suite that was designed to work together. Since it is clown based it is always up to date without the need to regularly download updates. Payments to various taxing authorities are handled automatically with very little user intervention. Overall I couldn't be more pleased.

Preparing and filing sales tax returns. Our main concern is the time and resources spent to file the returns.

CCH SureTax is used as an integration with our accounting software, Microsoft Dynamics Great Plains. It's primarily used to automatically calculate tax on sales orders across different states.

We use SureTax for the tax calculation lookup for all our products. It returns accurate tax information and tax rate with jurisdictions. Being a customer for more than five years, our application communicates with SureTax cloud servers through API and gets real-time results. Its tax accuracy, completeness and stabililty meet our expectation.

It automates sales tax rates on invoicing and collects resale exemptions for customers.

Our company uses Suretax to calculate sales tax owed on various customer orders. The software is user friendly and the support staff is incredibly helpful with various tax questions we have. The only downside that we have with Suretax is that the software does not allow you to import tax changes you have setup in the system. You can import new tax setup request and you can export current request setup but if you need to make a change to all products in a specific state or region, you have to make this change manually one by one. Other than that, the software is great and we enjoy using it.

We use CCH SureTax to process taxes within our MIS. It's instrumental in ensuring we are charging the correct rates and doing everything we should be doing when it comes to taxes. IT made life a lot easier - instead of having to calculate it manually, and know all the rates, the system does it for us. Thank you!

SureTax has made a huge difference in how we process taxes. It not only saves us countless hours, but created a pin point level of accuracy for charging customers. The partnership with SureTax and our current Tax firm is a perfect match for us. The easy of this system and countless hours it saves myself and our staff is incomparable to any other software.

We use CCH SureTax to automate our Great Plains Dynamics sales tax processing. Before using this software, we had to research every different potential taxable authority manually. We surely made some mistakes. Now things are accurate and we don't have to worry about our tax exposure!