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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

CCH Suretax Review

8 out of 10
September 12, 2023
Incentivized
Our company uses Suretax to calculate sales tax owed on various customer orders. The software is user friendly and the support staff is …
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Suretax Review

5 out of 10
August 23, 2023
Incentivized
Our company is in 22 states so we were struggling to keep up with all the tax additions, deletions and changes. Suretax has helped us not …
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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
  • Sales and Use Taxes (25)
    8.5
    85%
  • Geolocation for Tax Assessment (18)
    8.1
    81%
  • Tax Data Reporting (24)
    7.2
    72%
  • Compliance Administration Management (19)
    7.2
    72%

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 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.

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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.

7.2
Avg 8.4

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

7.3
Avg 8.3
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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 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).
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Comparisons

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Reviews and Ratings

(58)

Attribute Ratings

Reviews

(1-25 of 25)
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October 25, 2023

Truthful Review

Matt Pohl | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Michael Fink, CFE | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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

Suretax Review

Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 8 out of 10
Vetted Review
ResellerIncentivized
  • 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
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Chantelle Chase | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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