Item: CCH® SureTax®
Rating: 6
Author: Verified User

Use Cases and Deployment Scope

Map data into Sales and Use tax returns.

Pros and Cons

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.

Return on Investment

Streamlined compliance

Product Configurability

Configurability is too extensive and complex. Many features that are unnecessary for our business.

Alternatives Considered

We have an established and well-working relationship with CCH. Other vendors are expensive and too sophisticated for our needs.

Key Insights

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

Yes

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

Yes

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

I wasn't involved with the selection/purchase process

Did implementation of CCH® SureTax® go as expected?

Yes

Would you buy CCH® SureTax® again?

Yes

Other Software Used

Wolters Kluwer CCH ProSystem fx

Likelihood to Recommend

Well suited as one place for all sales and use tax compliance. Not well suited for some basic functions as looking up rates and locating tax returns and files.

Good product

Overall Satisfaction with CCH® SureTax®