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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 …
Continue reading

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 …
Continue reading

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 …
Continue reading

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. …
Continue reading
Read all reviews

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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Pricing

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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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • 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 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® Technical Details

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

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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Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
March 01, 2024

Room for improvements

Score 2 out of 10
Vetted Review
Verified User
Incentivized
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.
March 01, 2024

Trustworthy system!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use CCH® SureTax® to keep track of the taxes on our billing accounts in Rev.io. We are a telecom and as you may know, the taxes can be a bit hairy, so having a product like CCH® SureTax® available to us makes our job much easier. Helps us sleep a little better too! CCH® SureTax® tracks not only the different types of tax, but also the various states the taxes affect and all of their individual rates.
February 29, 2024

SureTax!

Score 7 out of 10
Vetted Review
Verified User
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 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.
February 26, 2024

SureTax Solutions!!!

Joel Gomez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Katie Novotny | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
John Giolli, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use SCCH® SureTax® to get real time sales tax quotes for our orders. The software has enabled us to accurately tax all of our customers based on their location and what is being provided to them. It gives us trust that our tax information is done properly.
February 16, 2024

Solid Exemption Tool.

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
February 16, 2024

Thoughts on SureTax.

Score 7 out of 10
Vetted Review
Verified User
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. 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
February 16, 2024

Skip This Solution

Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use CCH® SureTax® to import transactions and then we use the return site as well to process our returns. They also calculate the tax on our online orders. I'm the main one that uses the CCH® SureTax® platform to make sure that all of our transactions are accounted for.
December 15, 2023

Okay, but could be better

Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
December 15, 2023

Two thumbs up

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
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