Good Job
We use CCH SureTax to calculate local state sales taxes as we are in Canada but do business in USA, we needed a partner who could …
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…
Recent Reviews
How CCH® SureTax® Differs From Its Competitors
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
- Sales and Use Taxes (25)8.585%
- Geolocation for Tax Assessment (18)8.181%
- Tax Data Reporting (24)7.272%
- Compliance Administration Management (19)7.272%
Reviewer Pros & Cons
Pricing
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?
6 people also want pricing
Alternatives Pricing
What is TaxJar?
TaxJar offers automated sales tax reporting and filing. According to the vendor, capabilities include: Accurate, Detailed Sales Tax Reports: TaxJar’s local jurisdiction reports show sales and sales tax collected not only for each state, but for local jurisdiction (counties, cities, special…
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.
Product Demos
CCH SureTax Overview
Vimeo
CCH® SureTax® Returns
Vimeo
CCH® SureTax® Views - reporting
Vimeo
CCH SureTax in NetSuite® overview
Vimeo
Features
Return to navigation
Product Details
- About
- 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 Sales and Use Taxes highest, with a score of 8.5.
The most common users of CCH® SureTax® are from Mid-sized Companies (51-1,000 employees).
Comparisons
Compare with
Reviews and Ratings
(58)Attribute Ratings
Reviews
(1-25 of 25)Companies can't remove reviews or game the system. Here's why
November 29, 2023
Good Job
- Calculate State level taxes
- Calculate municipal level taxes
- manage tax exemption certificates better
- have better integration for e-Commerce
- Be more affordable
October 25, 2023
Truthful Review
- Tax Rate Calculation
- Monthly Reports by State and District
- Special Tax Rates for Manufacturers
- Taxes Freight depending on the state
- Easier to understand how to implement changes
- Structure is too complicated and needs to be redone, maybe using AI or questions to implement changes would be better than the user figureing it out on their own
October 05, 2023
Great sales tax solution!
- Efficient sales tax calculations
- Detailed tax categories
- Easy to learn how to use
- Better standard reporting
September 30, 2023
Amazing product, well worth investigating
- Current on tax rates and updates to legislation
- Current on FUSF USF rates
- Consistent on calculations provided back, no issues with misleading data results
- over-inclusion of fees, assessments in new jurisdictions that truly are not applicable to the services we provide. Provide the ability to see what justifications or applicable code applies to why a fee may be assessed so that users can review.
September 12, 2023
CCH Suretax Review
- Customer Support
- Tax Calculations
- Import functionality for tax changes
September 06, 2023
Reliable, professional, and great pricing!
- Tax calculation is spot on.
- Customer service has been very good.
- The project team is helpful, responsive, and professional.
- Fixing issues promptly.
- Fixing issues the first time.
September 06, 2023
Timely and accurate.
- Sales tax rates.
- Dependable monthly uploads.
- Timely customer service.
- I have not encountered any issues.
September 06, 2023
Best Tax Software Out There!
- Calculate taxes
- Stay up to date
- Save Time
- Save my sanity
- Work efficiently
- Can't think of any
- Great product
- Keep up the great work
- We love it
August 25, 2023
Good but could be improved
- When the tax rates are available they are normally correct.
- Support usually updates open cases fairly quickly.
- The website is not overly complicated.
- Having to delete a user and recreate them because password reset does not work correctly is bad.
- 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.
August 24, 2023
Inclusive Tax Info and stable service
Score 10 out of 10
Vetted Review
Verified User
- 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.
August 23, 2023
Simplify your complex and manual tax process with SureTax
- Speed of use
- Accuracy
- Easy of use
- Automation pulling data with more third party systems like BigQuery
August 23, 2023
Suretax Review
- communication of tax changes are sent every month.
- tax quoting system is convenient and user friendly to an extent
- The people we work when issues arise are always as helpful as they can be
- In my opinion, the productivity website is clunky and limited. It's better than it used to be but still needs lots of work.
- It seems a little too difficult to get an answer when sometimes all I need is a quick what taxes apply in this area.
- In my experience, sales people are WAY TOO PUSHY. They need to understand that us users aren't always the decision makers and that there can be 3 levels of approval that the "negotiations" have to go through. So getting pushy and frustrated with us users is not the way to get the service agreements extended.
August 10, 2023
Very Happy with CCH SureTax
- Provides quotes for sales tax processing
- Calculates and provides instant sales tax amounts by jurisdition for all sales tax types
- Tracks compliance with W9
- Turn on and off states via their portal so we can manage where we are active
- None noted.
August 04, 2023
Great Value and Great Service
- Communications Tax
- Tax Payment
- Communication Tax Compliance
- None
August 01, 2023
Product is Good but Customer Service - not so much!
- Calculates most taxes at the correct rate
- SureAddress add on validates address info and adds zip + 4
- Immediate callout and response
- Ticketing system for issues does not work well
- Responses to open cases takes too long
- Responses to cases do not solve the issue
- Customer Service reps are not very helpful in my opinion
- Should be able to respond to emails directly involving open cases and not have to log into system to respond
July 28, 2023
CCH SureTax - Value for money!
- Sales order invoicing
- Credit notes
- Return material authorizations with returned orders
- Master data setup
- Situs rule configurations
July 09, 2023
A Product that Delivers on its Promises.
- Easy Set-Up.
- Intuitive
- Value Based.
- Accurate
- I've not heard any negative comments.
- Would like to see a client portal.
- The product is optimized to handle invoices with large number of line items. We've fast response times even on invoices with hundreds of thousands of line items.
- It is a SaaS solution which saves costs, increases maintainability and is entirely web based
- REST API is efficient, logically laid out and effortless to use
- International expansion with better support for EU and Brazil regions
- The quirk of having to manually setup next accounting period causes occasional errors during invoice close that could've been easily avoided
- Perhaps consider building a light weight API for customers with simpler taxation needs
June 29, 2023
SureTax Review.
- Reporting.
- Updating with correct USF %.
- Remitting.
- It's very seamless as is. Makes life very easy when reports are required.
- 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.
May 11, 2023
Good product
- 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.
April 21, 2023
Taxing Taxes
- 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.
April 13, 2023
Good for basic sales tax limited to US
- 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
April 13, 2023
NOT SO SURE TAX
- updated Tax rates
- integration with our accounting system
- Reports can be more user friendly
- Tax accrual should not only be based on commodity code.
December 07, 2018
CCH Sales Tax makes work less taxing.
- The ability to eliminate errors is an excellent feature. The program auto populates the sales and use tax forms as well as validates addresses
- This integrates with Microsoft Dynamics which allows you to run automated processes and track the progress on each project.
- It also auto populates the sales tax forms and has error messages so you can be sure to have accurate data and not receive notices.
- The reporting system is really limited and hard to define useful reporting.
- A really clunky system and not intuitive to use.
- The error messages are really vague and you have to "guess" occasionally why the error is there.