A+ Solution In State and Local Tax Calculations.
The company I employ uses SureTax as its sales tax computation engine. The company is in the telecommunications space and has various …
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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Popular Features
- Geolocation for Tax Assessment (45)8.888%
- Sales and Use Taxes (63)8.282%
- 3rd-Party Software Integrations (44)6.666%
- Tax Data Reporting (56)6.565%
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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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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
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CCH® SureTax® Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | USA, Canada |
CCH® SureTax® Downloadables
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.
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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March 26, 2024
A+ Solution In State and Local Tax Calculations.
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
- More people other than David Rubenstein that understand Telecom.
- System is a bit outdated.
- Informational detail.
March 01, 2024
Room for improvements
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.
- Easier connection with Netsuite.
- Paid for the higher service but are doing more of the hands on processing.
- Timing of CCH team processing so there are not multiple emails going around trying to resolve filing issues.
- Easier navigation in the CCH SureTax website.
March 01, 2024
Trustworthy system!
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
- Lots of manual data entry still
February 29, 2024
SureTax!
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.
- The problem that we're having with some states needs to be solved.
- The GSLR report can be easier to read.
February 26, 2024
SureTax Solutions!!!
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
- Report by city
- Reports by category
February 24, 2024
CCH SureTax is not recommended
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
- Customer service
- Having a dedicated sales rep
- Transparency with their billing
February 22, 2024
SureTax has been Great!
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
- Features that can implement complex taxes
- Greater functionality in integration with small business needs
- Better user interface
February 22, 2024
Good but could be improved
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.
- Having to delete a user and recreate them because password reset does not work correctly is bad. As an update, this does sometimes still happen.
- After contacting support due to some missing tax rates for certain zip codes we were told this was a known problem. The case has been open almost a month. Eventually, they did take care of this issue.
February 21, 2024
Robust Tax management tool
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
- More help center articles focused on API specifically
- More help center articles that include examples of business cases and how to handle them correctly (i.e. in case of refunds)
- More API functionality and utilities available through API that are available through the UI portal
February 16, 2024
Solid Exemption Tool.
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.
- Importing transactions.
- Drop down selection.
- Editing existing exemptions.
February 16, 2024
Thoughts on SureTax.
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.
- Reporting needs to be more extensive, too basic as currently set up.
- Ability to run custom extracts using filters.
- Seeing Tax Rates and rules in a much more detailed manner.
February 16, 2024
Our experience with CCH SureTax since 2021.
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.
- We have returns enabled. For the most part, it is a terrific service. I couldn't imagine having to file 26 returns monthly. There are some hiccups we have encountered with additional Schedules and tax forms that are not populating for certain states, but those are being fixed as we go. Any errors I have come across, they directly looked at and have either corrected or educated me on what I should be seeing.
- SureTax does not "see" miscellaneous credit and debit memos, even if tax is credited or debited. There is not a calculation there, so I do understand why it does not include it in reporting, however it would be nice if an amount is filled into the tax field for SureTax to break it down by the customer address on the memo just as it would an invoice so I wouldn't have to manually put in a Transaction Adjustment in SureTax
- When having to add Nexus to a state, it would be nice if SureTax "knew" if it was a Vendor Use or Sales Tax for a Remote Seller automatically. Clearly, the laws and thresholds are already built into the system, so the answer must be there. This causes confusion for the first couple of returns to file when we have a new state.
February 16, 2024
Skip This Solution
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.
- In our experience, CCH® SureTax® goes down frequently; recently as often as multiple times per month since November 2023 to January 2024.
- In my opinion, receiving support from CCH® SureTax® is near impossible because they say the system either wasn't down in the first place or they request information using language that we don't understand even though we provide the support team with as much information as we can.
- In our experience, sales that are shipped to California, specifically throughout the Bay Area, calculate with the incorrect tax rate. For example, our reports will tell us that a sale that originally shipped to Foster City, CA shipped to San Diego, CA.
February 16, 2024
Saves Time while reporting however a slow server speed
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
- Knowledge of Reps - one return was late due to incorrect form being filed and our rep couldn't tell us if the late fee was going to be convered by CCH® SureTax®
- server/processing speed
January 29, 2024
Sandvik Machining Solutions.
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.
- I need some training to find the reports that are already filled or with any tax-related questions.
December 18, 2023
Telecommunications Sure Tax review
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
- Our main issues has only been customer service.
December 15, 2023
Okay, but could be better
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.
- Getting more detail reports
- Better response times
- More of you to tell me what I need to do since you are the tax experts and I am not, but doing all the research and work
- Returns being more accurate when they are generated.
December 15, 2023
Two thumbs up
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.
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
- More rapid response to real-time technical problems in processing
- Billing and accounting needs to be improved. I always have problems with the invoice accuracy
- Sales tax laws are changing very rapidly so additional Group/Items mapping needs to keep up.
December 15, 2023
35 States of Sales Tax
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
- Help for states with tricky sales tax situations like CA Partial Exemptions
- Help for states with tricky sales tax situations like AL Machine Rate
December 15, 2023
CCH needs improvement
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
- Reports - favor telecom industry. Need to be universal
- Need to be able to call Support instead of always talking through support portal
- Resolving problems has been the biggest headache. Literally took several years to figure out an issue
December 13, 2023
Unmatched Technical Support - Ease of Use - NetSuite Integration could be better - Take your Time Testing before go-live
SureTax was integrated in 2018 to provide tax calculations for 18 states we carried nexus in and has continued to be our software as we have grown to 36 states of drop ship nexus. The software integrates with NetSuite to provide real time calculations of sales tax based on zip code. We use the SureTax reporting each month to file tax returns in each location.
- Fast Support - Easy to Reach
- Always provides correct sales tax rates
- Easy to use UI, geographic map with nexus thresholds make for ease of visibility, thresholds set to email to admin when close on transaction count or revenue into new states
- NetSuite integration is clunky, does not feed into native fields as renders some features useless
- Pricing increase after 3 year contract was astronomical, were able to negotiate however.
- Implementation should have been better tested by all parties, resulted in amending multiple returns. However, we did have a very tight timeline to integrate.
December 11, 2023
Genuine Review
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.
- Tax Calaculation
- Exemption certificate
- Reporting
- Address Validation
- If possible want the elemination of Situs rule concept
December 08, 2023
Great tax calculation engine!
We utilize CCH SureTax for telecommunications tax calculations that integrate with our billing software to ensure accurate and up to date taxation of complex telecommunications taxes, fees, and surcharges. We also utilize CCH SureTax for tax quotations and compliance reporting to ensure accurate remittance of tax to the appropriate agencies.
- Accurate tax calculations by locality, including local taxes and surcharges
- Integrates with third party systems via API
- Allows for custom product creation to address variable tax allocations
- Can be difficult at times to work with the support team
- Website UI is improved but missing some standard functionality (e.g. no way to refresh individual pages, such as during report generation)
December 08, 2023
Great Value
We use the raw tax data from CCH SureTax to upload into our ERP system to keep our tax code information up to date. The raw data supplied by CCH SureTax enables us to bypass the more expensive option of using a third party tax module for our ERP system.
- Data is accurate
- Timely delivery of new updates
- Ease of downloading the data through the CCH client
- Formatting in the data files could possibly be better, but this is mostly because of the way our ERP system requires the data to be input.
December 08, 2023
We're Glad We Implemented SureTax
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.
- user interface is clearly laid out
- there is a test environment completely separate from production data
- the dashboard provides quick notification when the filing team needs answers to any questions and a way to respond directly to each
- We have participated in some prepayment testing so we know that functionality is being built out and what we saw looked really good. We're anxious to have that rolled out.
- We'd like a cleaner way to export documentation of what was paid and EXACTLY what was paid. Currently web fees and some small balances are not shown by the website and that means making journal entries is a more manual process than hoped.
- We've been working with folks at SureTax about discrepancies between CCH RADAR rates vs the rates which get used in SureTax. We have learned the 2 systems do not utilize the same data and we often find RADAR is more accurate.