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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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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

(113)

Attribute Ratings

Reviews

(1-25 of 64)
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March 26, 2024

A+ Solution In State and Local Tax Calculations.

Verified User
Employee in Legal
Telecommunications Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
100%
10.0
Sales and Use Taxes
100%
10.0
Tax Reporting & Compliance (4)
92.5%
9.3
Geolocation for Tax Assessment
90%
9.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
80%
8.0
Complex Tax Scenario Management
100%
10.0
March 04, 2024

Great Experience with CCH® SureTax®

Verified User
Manager in Corporate
Construction Company, 1001-5000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
90%
9.0
Sales and Use Taxes
90%
9.0
Tax Reporting & Compliance (7)
77.14285714285714%
7.7
Geolocation for Tax Assessment
90%
9.0
3rd-Party Software Integrations
90%
9.0
Tax Data Reporting
70%
7.0
Compliance Administration Management
70%
7.0
Tax Exemption Processing
70%
7.0
Tax Document Management
60%
6.0
Complex Tax Scenario Management
90%
9.0
March 01, 2024

Room for improvements

Verified User
Employee in Finance and Accounting
Facilities Services Company, 201-500 employees
Score 2 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
20%
2.0
Sales and Use Taxes
20%
2.0
Tax Reporting & Compliance (7)
18.571428571428573%
1.9
Geolocation for Tax Assessment
30%
3.0
3rd-Party Software Integrations
10%
1.0
Tax Data Reporting
20%
2.0
Compliance Administration Management
20%
2.0
Tax Exemption Processing
10%
1.0
Tax Document Management
20%
2.0
Complex Tax Scenario Management
20%
2.0
March 01, 2024

Trustworthy system!

Verified User
Account Manager in Finance and Accounting
Building Materials Company, 201-500 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
35%
3.5
Sales and Use Taxes
70%
7.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
68.57142857142857%
6.9
Geolocation for Tax Assessment
90%
9.0
3rd-Party Software Integrations
50%
5.0
Tax Data Reporting
80%
8.0
Compliance Administration Management
70%
7.0
Tax Exemption Processing
70%
7.0
Tax Document Management
80%
8.0
Complex Tax Scenario Management
40%
4.0
February 29, 2024

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

Verified User
Team Lead in Finance and Accounting
Telecommunications Company, 51-200 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
45%
4.5
Sales and Use Taxes
90%
9.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
77.14285714285714%
7.7
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
90%
9.0
Tax Data Reporting
90%
9.0
Compliance Administration Management
90%
9.0
Tax Exemption Processing
90%
9.0
Tax Document Management
90%
9.0
Complex Tax Scenario Management
90%
9.0
February 26, 2024

SureTax Solutions!!!

Joel Gomez | TrustRadius Reviewer
Joel Gomez
Support Engineer
RedDot Networks Inc (Telecommunications, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
100%
10.0
Sales and Use Taxes
100%
10.0
Tax Reporting & Compliance (7)
100%
10.0
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
100%
10.0
February 24, 2024

CCH SureTax is not recommended

Katie Novotny | TrustRadius Reviewer
Katie Novotny
Controller
Crest Healtchare (Medical Device, 11-50 employees)
Score 1 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
20%
2.0
Sales and Use Taxes
20%
2.0
Tax Reporting & Compliance (7)
14.285714285714286%
1.4
Geolocation for Tax Assessment
20%
2.0
3rd-Party Software Integrations
20%
2.0
Tax Data Reporting
20%
2.0
Compliance Administration Management
10%
1.0
Tax Exemption Processing
10%
1.0
Tax Document Management
10%
1.0
Complex Tax Scenario Management
10%
1.0
February 22, 2024

Good but could be improved

GN
Gerard Neuls
IT Manager
Luther Sales (Furniture, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
40%
4.0
Sales and Use Taxes
80%
8.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
34.285714285714285%
3.4
Geolocation for Tax Assessment
80%
8.0
3rd-Party Software Integrations
80%
8.0
Tax Data Reporting
80%
8.0
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
February 21, 2024

Robust Tax management tool

Verified User
Executive in Information Technology
Telecommunications Company, 51-200 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
50%
5.0
Sales and Use Taxes
100%
10.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
57.142857142857146%
5.7
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
100%
10.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
100%
10.0
February 20, 2024

CCH® SureTax® is a winner!

John Giolli, CPA | TrustRadius Reviewer
John Giolli, CPA
CFO
Cenero LLC (Information Technology & Services, 201-500 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
100%
10.0
Sales and Use Taxes
100%
10.0
Tax Reporting & Compliance (7)
85.71428571428571%
8.6
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
80%
8.0
Tax Exemption Processing
90%
9.0
Tax Document Management
50%
5.0
Complex Tax Scenario Management
80%
8.0
February 16, 2024

Solid Exemption Tool.

Verified User
Employee in Legal
Construction Company, 501-1000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
50%
5.0
Sales and Use Taxes
100%
10.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
27.142857142857146%
2.7
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
90%
9.0
Tax Data Reporting
N/A
N/A
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
February 16, 2024

Thoughts on SureTax.

Verified User
Manager in Finance and Accounting
Telecommunications Company, 1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
60%
6.0
Sales and Use Taxes
60%
6.0
Tax Reporting & Compliance (6)
53.33333333333333%
5.3
Geolocation for Tax Assessment
60%
6.0
3rd-Party Software Integrations
60%
6.0
Tax Data Reporting
50%
5.0
Tax Exemption Processing
50%
5.0
Tax Document Management
50%
5.0
Complex Tax Scenario Management
50%
5.0
February 16, 2024

Our experience with CCH SureTax since 2021.

CP
Casey P
System Administrator
Sehi Computer Products, Inc. (Computer Hardware, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
50%
5.0
Sales and Use Taxes
100%
10.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
97.14285714285714%
9.7
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
80%
8.0
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
100%
10.0
February 16, 2024

Skip This Solution

AF
Amy Farnes
Tax Manager
Hamilton Company (Biotechnology, 1001-5000 employees)
Score 1 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
10%
1.0
Sales and Use Taxes
20%
2.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
7.142857142857143%
0.7
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
20%
2.0
Tax Data Reporting
10%
1.0
Compliance Administration Management
20%
2.0
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
February 16, 2024

Saves Time while reporting however a slow server speed

Verified User
Employee in Finance and Accounting
Construction Company, 1001-5000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
90%
9.0
Sales and Use Taxes
90%
9.0
Tax Reporting & Compliance (5)
78%
7.8
Geolocation for Tax Assessment
100%
10.0
Tax Data Reporting
70%
7.0
Tax Exemption Processing
70%
7.0
Tax Document Management
80%
8.0
Complex Tax Scenario Management
70%
7.0
February 16, 2024

Would Not Recommend this product

Verified User
Account Manager in Finance and Accounting
Automotive Company, 201-500 employees
Score 5 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
50%
5.0
Sales and Use Taxes
50%
5.0
Tax Reporting & Compliance (7)
75.71428571428571%
7.6
Geolocation for Tax Assessment
90%
9.0
3rd-Party Software Integrations
70%
7.0
Tax Data Reporting
60%
6.0
Compliance Administration Management
80%
8.0
Tax Exemption Processing
90%
9.0
Tax Document Management
70%
7.0
Complex Tax Scenario Management
70%
7.0
December 15, 2023

Okay, but could be better

NW
Nicole West
Corporate Accountant
DSI Distributing (Business Supplies & Equipment, 501-1000 employees)
Score 5 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (1)
60%
6.0
Sales and Use Taxes
60%
6.0
Tax Reporting & Compliance (5)
56%
5.6
Tax Data Reporting
50%
5.0
Compliance Administration Management
60%
6.0
Tax Exemption Processing
60%
6.0
Tax Document Management
60%
6.0
Complex Tax Scenario Management
50%
5.0
December 15, 2023

Two thumbs up

Verified User
Manager in Finance and Accounting
Real Estate Company, 5001-10,000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
50%
5.0
Sales and Use Taxes
100%
10.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
51.42857142857143%
5.1
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
60%
6.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
100%
10.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
December 15, 2023

35 States of Sales Tax

RL
Ron Loftis
Staff Accountant
Tinius Olsen (Mechanical Or Industrial Engineering, 51-200 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
40%
4.0
Sales and Use Taxes
80%
8.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
54.28571428571429%
5.4
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
80%
8.0
Tax Data Reporting
90%
9.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
10%
1.0
December 15, 2023

CCH needs improvement

Verified User
Manager in Corporate
Wholesale Company, 1001-5000 employees
Score 4 out of 10
Vetted Review
Verified User
Incentivized
CCH® SureTax® Feature Ratings
Type of tax (2)
45%
4.5
Sales and Use Taxes
90%
9.0
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (7)
47.142857142857146%
4.7
Geolocation for Tax Assessment
80%
8.0
3rd-Party Software Integrations
50%
5.0
Tax Data Reporting
20%
2.0
Compliance Administration Management
50%
5.0
Tax Exemption Processing
80%
8.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
50%
5.0
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