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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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Recent Reviews

Room for improvements

2 out of 10
March 01, 2024
Incentivized
CCH SureTax was implemented with the connection through Netsuite to account for sales taxes. This has not resolved any of our business …
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Trustworthy system!

8 out of 10
March 01, 2024
Incentivized
We use CCH SureTax system to manage all things related to sales tax: calculations, exemption certificates, credits and refunds. This …
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SureTax!

7 out of 10
February 29, 2024
Incentivized
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 …
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Solid Exemption Tool.

7 out of 10
February 16, 2024
Incentivized
Suretax is a verification tool to ensure the business accurately collects and reports tax. Suretax is used to verify the accuracy of sales …
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Thoughts on SureTax.

7 out of 10
February 16, 2024
Incentivized
The company I work for currently uses it for tax calculations and reporting for various entities in both the US and outside the US. …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Geolocation for Tax Assessment (45)
    8.8
    88%
  • Sales and Use Taxes (63)
    8.2
    82%
  • 3rd-Party Software Integrations (44)
    6.6
    66%
  • Tax Data Reporting (56)
    6.5
    65%

Reviewer Pros & Cons

View all pros & cons
Verified User
Employee in Legal
Telecommunications Company, 11-50 employees
Verified User
Manager in Corporate
Construction Company, 1001-5000 employees
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Pricing

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CCH® SureTax®

CCH® SureTax®

N/A
Unavailable

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

12 people also want pricing

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$21
per month
What is Avalara?

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

Tipalti

Tipalti

$129
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What is Tipalti?

Tipalti automates critical financial processes to drive efficiency, including accounts payable, mass payments, procurement, and expenses, all on one global finance automation platform that grows with the organization, automating, de-risking and simplifying finance.

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Product Demos

CCH SureTax Overview

Vimeo

CCH® SureTax® Returns

Vimeo

CCH® SureTax® Views - reporting

Vimeo

CCH SureTax in NetSuite® overview

Vimeo
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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 8.4

Tax Reporting & Compliance

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

7.1
Avg 8.4
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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® Integrations

CCH® SureTax® Competitors

CCH® SureTax® Technical Details

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

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)

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
May 11, 2023

Suretax Solves the dilema of large sales tax returns

KW
Kirk Worthen
Tax Accountant
Scentsy, Inc. (Retail, 1001-5000 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We put our data into Suretax and the system processes the data so that it can be mapped to Sales tax returns. Suretax also creates reports that help us reconcile the returns to our data.
Pros and Cons
  • Maps data from geocodes to returns
  • Helps organize filing jurisdictions and filing frequencies
  • Stores reports
  • Tax rate lookups are not user friendly. When we used STROL, that functionality was much easier on that platform
  • Reports can be confusing as the total sales are redundant and we have to put filters in the data to get correct amounts
  • Generating returns can be a confusing process. It is difficult to know when data has been loaded entirely and the Generate report tab is highlighted making you think it needs to be selected. This just begins a regeneration of the data and you must wait again for it to complete.
Likelihood to Recommend
As a Direct Marketing company, we have many locations that need to be reported on the returns. Suretax is able to get the data to all locations which on some returns is in the hundreds or thousands. We do not use the exemption certificate function.
CCH® SureTax® Feature Ratings
Type of tax (1)
70%
7.0
Sales and Use Taxes
70%
7.0
Tax Reporting & Compliance (3)
76.66666666666667%
7.7
Geolocation for Tax Assessment
100%
10.0
Tax Data Reporting
60%
6.0
Compliance Administration Management
70%
7.0
Return on Investment
  • Helps us file large Sales Tax Returns. Probably saves us 40 hrs month.
Product Configurability
9
Just right
Alternatives Considered
The decision to use CCH was made before my time with the company. I believe the decision was based reputation and reliability.
May 11, 2023

Good product

Verified User
Manager in Finance and Accounting
Retail Company, 1001-5000 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Map data into Sales and Use tax returns.
Pros and Cons
  • Pulling data from geocodes onto tax returns.
  • Helps track the jurisdictions where we have to file.
  • Manage relationships with our jurisdictions (license numbers, filing frequencies, etc.).
  • Tax rate lookup function requires a lot of manual input and the results are not easily understood.
  • Reports double-up the taxable sales, and have to used advanced filtering.
Likelihood to Recommend
Well suited as one place for all sales and use tax compliance. Not well suited for some basic functions as looking up rates and locating tax returns and files.
CCH® SureTax® Feature Ratings
Type of tax (1)
80%
8.0
Sales and Use Taxes
80%
8.0
Tax Reporting & Compliance (3)
63.33333333333333%
6.3
Geolocation for Tax Assessment
100%
10.0
Tax Data Reporting
30%
3.0
Compliance Administration Management
60%
6.0
Return on Investment
  • Streamlined compliance
Product Configurability
7
Configurability is too extensive and complex. Many features that are unnecessary for our business.
Alternatives Considered
We have an established and well-working relationship with CCH. Other vendors are expensive and too sophisticated for our needs.
Other Software Used
April 21, 2023

Taxing Taxes

Verified User
Professional in Finance and Accounting
Medical Device Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
NSM uses SureTax to apply sales tax to individual invoices across more than 30 states. We also use the sales tax liability reporting to complete sales tax returns and remit payment.
Pros and Cons
  • Particularly like the SureTax dashboard.
  • They stay on top of rate changes by state and jurisdiction.
  • Nexus visibility is a plus.
  • Reporting is detailed.
  • Would like to see the report output in a format that is in line with the sales tax reports.
  • Occasionally experience errors when trying to run reports.
Likelihood to Recommend
SureTax provides sales tax at all levels (State, City, County, Special Areas) that enables you to accurately capture and remit sales tax.
CCH® SureTax® Feature Ratings
Type of tax (3)
26.666666666666664%
2.7
Sales and Use Taxes
80%
8.0
VAT / GST Taxes
N/A
N/A
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
21.428571428571427%
2.1
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
70%
7.0
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
80%
8.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
Return on Investment
  • Automated sales tax application to our invoices.
  • Reporting to complete sales tax returns.
Product Configurability
8
It took time to get it set up but once in place there isn't much added work.
Other Software Used
April 13, 2023

Good for basic sales tax limited to US

Verified User
Manager in Finance and Accounting
Information Services Company, 1001-5000 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use CCH® SureTax® to calculate our sales tax and vat compliance on the invoicing side of our business. Additionally, we use the SureReturns portion product to help us with the compliance related side of this business. We have over 10k invoices go out a year and use CCH® SureTax® among multiple subsidiaries and products
Pros and Cons
  • Calculates domestic sales tax on a per product basis
  • Tracks sales be state per subsidiary to show economic nexus
  • Quality and timeliness of support
  • Add VAT Return support
Likelihood to Recommend
CCH® SureTax® has been helpful for us to get domestic sales tax up and off the ground. If you have either one or just a few subsidiaries with very little cross sales then this product will be helpful. Where CCH® SureTax® has not quite met our needs is with cross sales/product bundling of products - it is challenging to figure out nexus. Additionally, CCH® SureTax® leaves something to be desired in the VAT space - CCH® SureTax® only handles invoicing and not expenses/ap side so we are not able to fully support VAT reporting.
CCH® SureTax® Feature Ratings
Type of tax (2)
60%
6.0
Sales and Use Taxes
80%
8.0
VAT / GST Taxes
40%
4.0
Tax Reporting & Compliance (7)
68.57142857142857%
6.9
Geolocation for Tax Assessment
80%
8.0
3rd-Party Software Integrations
40%
4.0
Tax Data Reporting
80%
8.0
Compliance Administration Management
80%
8.0
Tax Exemption Processing
80%
8.0
Tax Document Management
80%
8.0
Complex Tax Scenario Management
40%
4.0
Return on Investment
  • Immediate impact to helping collect more sales taxes and reduce our need to come out of pocket for uncollected sales tax
Product Configurability
5
I think that this product helps with routine and basis sales but it is not complex enough to meet our needs. Any additional items are too dependent on the professional services team and not able to be handled either under the client side or by a general team.
April 13, 2023

NOT SO SURE TAX

JS
JAGTAR SINGH
Tax Manager
Swissport North America, Inc. (Airlines/Aviation, 10,001+ employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
SureTax is used to accrue use tax on invoices that are processed through our accounting system to make sure the accuracy of rate and whether the transaction is taxable. The issues that come up are the commodity codes not being mapped correctly to the cost accounts. We are constantly reviewing all the transactions at month-end to make sure the accruals are correct.
Pros and Cons
  • updated Tax rates
  • integration with our accounting system
  • Reports can be more user friendly
  • Tax accrual should not only be based on commodity code.
Likelihood to Recommend
In my opinion, sure tax can be better adapted to handle USE TAX as opposed to SALES TAX. It sure helps us when we are preparing sales/use tax returns since we don't have to pull actual invoices to get transactional data. There are cases when based on commodity codes, the tax accruals are not correct and need to be reversed.
CCH® SureTax® Feature Ratings
Type of tax (1)
80%
8.0
Sales and Use Taxes
80%
8.0
Tax Reporting & Compliance (7)
67.14285714285714%
6.7
Geolocation for Tax Assessment
90%
9.0
3rd-Party Software Integrations
70%
7.0
Tax Data Reporting
70%
7.0
Compliance Administration Management
70%
7.0
Tax Exemption Processing
50%
5.0
Tax Document Management
70%
7.0
Complex Tax Scenario Management
50%
5.0
Return on Investment
  • Definitely time saved while preparing tax returns.
  • Streamlined automation can be better accommodated.
  • Mapping of commodity codes need to be more specific
Product Configurability
7
I think the SureTax integration is too extensive and complex, especially for our organization.
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