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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- Premium Consulting/Integration Services
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Alternatives Pricing
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.
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 Details
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- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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
CCH® SureTax® Videos
CCH® SureTax® Integrations
CCH® SureTax® Competitors
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).
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
December 07, 2023
SureTax does the job, but there was friction getting everything clarified and set up
We use SureTax to calculate all taxes that apply to our telecom customers. We used to do it ourselves, but needed a service that would keep abreast if all tax changes in all jurisdictions,
- Calculate taxes
- Provide Compliance reports for all jurisdictions
- It was difficult in the early stages to get timely authoritative responses from the product specialist assigned to us.
- Communication of rules and rationales was not top-notch
- It can take much longer than we prefer for trouble tickets to get resolved.
40%
4.0
58.57142857142857%
5.9
- Saved us from liability from miscalculating taxes or not applying taxes that were were unaware of - when we did the taxes ourselves.
- Saved a huge amount of time for our finance department to file compliance reports
- However, these advantages accrue from any similar tax provider - not specific to SureTax
3
Software developers and technical billing specialists are the only ones who actually use SureTax
3
Technical skills are far more important in this case, but clear communication is essential (which our people are good at)
No
no
Yes
It was resolved, but took a lot of time and back and forth
December 05, 2023
Inclusive Tax Info and stable service
Score 10 out of 10
Vetted Review
Verified User
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.
- 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.
100%
10.0
86.66666666666666%
8.7
- Provide complete tax information and support
- Timely tax rate and jurisdiction update
- Flexible API application integration
- Stable service
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!
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.
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.
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.
- sales tax calculation
- reporting
- tax compliance and regulatory
- 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
- new products to utilize SureTax
- system data aggregation between iTalk CRM and SureTax result
- monitoring automation through SureTax API
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.
- 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.
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.
October 05, 2023
Great sales tax solution!
We implemented CCH SureTax along with Acumatica ERP system in 2023. We needed a sales tax solution that would incorporate our complex tax scenarios effectively. We are a reseller, service provider, construction project manager, and at times a combination of these. We are also in over 30 tax jurisdictions including CO home rules.
- Efficient sales tax calculations
- Detailed tax categories
- Easy to learn how to use
- Better standard reporting
50%
5.0
80%
8.0
- Streamlined compliance
- Specific solution for construction industry
CCH SureTax has better options for handling local sales tax jurisdictions including certificate management.
Yes
Avalara - we needed a better solution for local sales tax jurisdictions.
- Integration with Other Systems
- Ease of Use
Prebuilt integration with Acumatica, our ERP solution.
Evaluate in more detail, providing complex scenarios particular to our organization.