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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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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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Product Demos

CCH SureTax Overview

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CCH® SureTax® Returns

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CCH® SureTax® Views - reporting

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CCH SureTax in NetSuite® overview

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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

7.4
Avg 7.9

Tax Reporting & Compliance

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

6.9
Avg 7.8
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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 8.9.

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 From Top Reviewers

(1-5 of 63)

Our experience with CCH SureTax since 2021.

Rating: 10 out of 10
February 16, 2024
CP
Vetted Review
Verified User
CCH® SureTax®
4 years of experience
  • 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.
Cons
  • 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.

Sandvik Machining Solutions.

Rating: 9 out of 10
January 29, 2024
SM
Vetted Review
Verified User
CCH® SureTax®
1 year of experience
  • Filling all Business taxes on time.
  • Approving process is much easier.
  • Provide online support for the business taxes or questions.
Cons
  • I need some training to find the reports that are already filled or with any tax-related questions.

SureTax Solutions!!!

Rating: 10 out of 10
February 26, 2024
JG
Vetted Review
Verified User
CCH® SureTax®
2 years of experience
  • Local communications taxes
  • Good interface
  • Reports
Cons
  • Report by city
  • Reports by category

CCH SureTax is not recommended

Rating: 1 out of 10
February 24, 2024
KN
Vetted Review
Verified User
CCH® SureTax®
5 years of experience
  • Applying appropriate sales tax to customers
Cons
  • Customer service
  • Having a dedicated sales rep
  • Transparency with their billing

Good but could be improved

Rating: 8 out of 10
February 22, 2024
GN
Vetted Review
Verified User
CCH® SureTax®
2 years of experience
  • 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.
Cons
  • 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.
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