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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

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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

Alternatives Pricing

Avalara

Avalara

$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
per month
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

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
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
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
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
Return on Investment
  • This allows our salespeople to look up tax rates across the US, saving them time.
  • CCH also integrates with out ERP system which is very helpful.
Alternatives Considered
We selected CCH® SureTax® because it integrates with the ERP software that we use, we have not evaluated similar products.
Other Software Used
Users and Roles
20
Sales personnel and accounting personnel.
Support Headcount Required
1
General administrative function, IT experience helpful.
Business Processes Supported
  • Sales - writing orders adding tax
  • Accounting - confirming tax information
  • Billing - creating invoices for customers
Innovative Uses
  • The integration with our ERP system is very helpful.
Future Planned Uses
  • I think we are using it to the fullest extent that we can.
Likelihood to Renew
10
Since it is already integrated into our ERP system, it would not make sense to start with a new vendor.
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
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
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
Return on Investment
  • We would have to hire multiple people to maintain everything SureTax handles for us.
  • Returns could easily be a full-time job if someone had to manually file them for all of our Nexus states. The yearly cost is a fraction of what a salary would be.
  • Breaking down our tax numbers by state, county, jurisdiction, city, etc, would be impossible to do manually.
Alternatives Considered
We used Avalara from 2007 through 2012. We had continual connection issues with their system going down at least once a month. When your sales tax system goes down, everything within your ERP that uses sales tax also goes down. We are constantly entering quotes, orders, purchasing, and invoicing, all of which touch sales tax. When Avalara would go down, our business flow halted. We also had many issues with their sales tax rates being wrong. We had 12 rate overrides in their system that we had to manually keep up because their system could not drill down enough to determine the correct rate for a few of our customers. We sell to education the most, and some of the school campuses have various tax rates within. Avalara's system could not calculate it correctly. We sampled CCH back in 2012, and my test to them during our demo was to enter a sales document using an address that was one of our overrides for Avalara to see how their system did. Every address they calculated correctly. That was enough for us to say yes. Avalara has even contacted me recently to try to get our business back. I gave them the same test, and their rate was STILL wrong!
Other Software Used
Users and Roles
36
Every user of our ERP uses SureTax in some way. SureTax plays a part in every quote, order, and invoice. Our team has to rely on our sales tax program as we do not know the rates and laws of all of the states in which we have Nexus. SureTax saves us a lot of time and gives us the confidence our tax rates are correct.
Support Headcount Required
2
We have learned a few things to assist SureTax in ensuring the correct rate (like using a zip+4 for those trickier addresses). On the back end, the only thing I have had to contact support at CCH for is mainly when setting up a new tax return or if some numbers are not populating correctly. It is rare, but it has happened a couple of times. Their support team is always right on top of it.
Business Processes Supported
  • Returns Filing - We would have to hire someone JUST to file the returns if they did not offer this service.
  • Nexus tracking - Tracking our sales numbers in non-Nexus states to ensure we are complying with the Remote Seller laws is key.
  • Sales tax rates - Maintaining the monthly updates for sales tax rates in all of our Nexus states would be impossible to maintain manually.
Innovative Uses
  • We have reported that we can run at different levels of detail. These are key when we get audited.
  • Everything that is dialed into Returns is incredible. It would be very difficult to maintain manually.
Future Planned Uses
  • We would like to implement it into our E-commerce site so we have one singular tax system company-wide calculating the tax. Often times, our e-commerce site differs from SureTax when we enter the order into our ERP system. It is always the tax engine our e-commerce site host uses that is not updated properly.
Likelihood to Renew
10
We have full trust in Wolters Kluwer/CCH. Why fix what isn't broken?
December 05, 2023

Inclusive Tax Info and stable service

Verified User
General Manager in Information Technology
Telecommunications Company, 201-500 employees
Score 10 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
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.
Pros and Cons
  • Accuracy
  • Informational
  • Stability
  • Real-time update
  • Good support
  • There was one time that when SureTax was down, it took us a while to reach the support through phone line, but the problem was finally resolved.
Likelihood to Recommend
Based on our experience with SureTax for over 5 years, we totally trust SureTax service. We switched from another provider to SureTax because it provides much better support. It provides complete tax information and technical support we want. We implemented our application through API which provides real-time response with tax jurisdiction and amount. Its service stability meets our stability requirements.
CCH® SureTax® Feature Ratings
Type of tax (1)
100%
10.0
Sales and Use Taxes
100%
10.0
Tax Reporting & Compliance (6)
86.66666666666666%
8.7
Geolocation for Tax Assessment
80%
8.0
Tax Data Reporting
90%
9.0
Compliance Administration Management
80%
8.0
Tax Exemption Processing
90%
9.0
Tax Document Management
90%
9.0
Complex Tax Scenario Management
90%
9.0
Return on Investment
  • Provide complete tax information and support
  • Timely tax rate and jurisdiction update
  • Flexible API application integration
  • Stable service
Alternatives Considered
We start from Avalara by uploading data in specific format to Avalara and then downloading the tax result from Avalara. This is without application integration. Later we have more products and we need everything to be taxed in time and automatically. We found SureTax and tried out and worked. After that we never need to prepare the data, downloand/upload and format the data manually month. It's working great!
Other Software Used
Users and Roles
40
1. Development group. This group is creating and developing the SureTax API to our system, including the tax calculation and the reporting.
2. NOC. This group is maintaining the tax system, checking any issues related and making the sure all the fucntions are working properly.
3. Accounting. This group is checking the usage and cost, and accessing and ayalysing the reports from SureTax.
4. Regulatory. This group is checking any tax and jurisdiction changes, setting up the tax code and notifying any tax changes.
Support Headcount Required
50
we have programmers in the IT/development group the creating the tax fuction and making any necessary changes through SureTax API. NOC group is deploying any functions and changes to production, monitoring if the functions are running in a healthy state, and fix the issues if any issues or outages happen. Accounting department is checking the usage and cost, gathering and generating data from IT and SureTax. Regulatory/Legal department is checking any legal and tax changes, setting up tax codes and policies for any products and departments.
Business Processes Supported
  • sales tax calculation
  • reporting
  • tax compliance and regulatory
Innovative Uses
  • automate all the functions through API
  • convenient tax code setup for various products and industry
  • aggregate and genate the report data from detailed tax data
Future Planned Uses
  • new products to utilize SureTax
  • system data aggregation between iTalk CRM and SureTax result
  • monitoring automation through SureTax API
Likelihood to Renew
10
We switched our tax service from Avalara to SureTax years ago. Prior to this, we manually prepared the data and ran a report uploading and then got the tax result every time. With Suretax providing enough and flexable APIs, we redesigned and implemented our new application to communicate with SureTax seamlessly and automatically. This greatly reduced our workload, improves the system efficiency, and increased the data accuracy.
Products Replaced
Yes
We used Avalara for taxing before SureTax. Every month, we queried the data from database, arranged to a specifci format that Avalara required, then uploaded to Avalara. Avalara processed the data from its server side and later we downloaded it from its web portal. It's a mnual process every month. After a few years, we had more products and we hoped everything could be process by application automatically. We tried SureTax and it's working great. Everything is processed automatically after application API integration. There's never manual process after that.
Key Differentiators
  • Scalability
  • Integration with Other Systems
  • Ease of Use
Automation. That's the most important factor we are chasing after. With so much transactions everyday and gradually more products in production, we need to have everything to be taxed automatically and processed without any manual involvement. Accuracy and Stability would be the next important factors that we are looking into. SureTax meets all the requirements of our application and system. We have been using it for more than 5 years.
Evaluation Lessons Learned
At the begining, we have data people process and prepare all the data. Later, we asked the professional company to provide the tax calculation for us, but we still need to manually upload the formatted data and download the taxed data every month. Now we integrated SureTax API with our application and it processes all the tax automatically without any manual involvement. If we do it again, we would like to start from the application integration and utilize the functions and features that tax company provides. It will give you more options and ways to fulfil the requremetns. We wish we could us SureTax earlier.
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