Item: CCH® SureTax®
Rating: 8
Author: JAGTAR SINGH

Use Cases and Deployment Scope

SureTax is used to accrue use tax on invoices that are processed through our accounting system to make sure the accuracy of rate and whether the transaction is taxable. The issues that come up are the commodity codes not being mapped correctly to the cost accounts. We are constantly reviewing all the transactions at month-end to make sure the accruals are correct.

Pros and Cons

updated Tax rates
integration with our accounting system

Reports can be more user friendly
Tax accrual should not only be based on commodity code.

Return on Investment

Definitely time saved while preparing tax returns.
Streamlined automation can be better accommodated.
Mapping of commodity codes need to be more specific

Product Configurability

I think the SureTax integration is too extensive and complex, especially for our organization.

Key Insights

Do you think CCH® SureTax® delivers good value for the price?

Not sure

Are you happy with CCH® SureTax®'s feature set?

Yes

Did CCH® SureTax® live up to sales and marketing promises?

Yes

Did implementation of CCH® SureTax® go as expected?

Yes

Would you buy CCH® SureTax® again?

Yes

Likelihood to Recommend

In my opinion, sure tax can be better adapted to handle USE TAX as opposed to SALES TAX. It sure helps us when we are preparing sales/use tax returns since we don't have to pull actual invoices to get transactional data. There are cases when based on commodity codes, the tax accruals are not correct and need to be reversed.

NOT SO SURE TAX

Overall Satisfaction with CCH® SureTax®