Suretax Solves the dilema of large sales tax returns
May 11, 2023

Suretax Solves the dilema of large sales tax returns

Kirk Worthen | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with CCH® SureTax®

We put our data into Suretax and the system processes the data so that it can be mapped to Sales tax returns. Suretax also creates reports that help us reconcile the returns to our data.
  • 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.
  • Helps us file large Sales Tax Returns. Probably saves us 40 hrs month.
The decision to use CCH was made before my time with the company. I believe the decision was based reputation and reliability.

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?

I wasn't involved with the implementation phase

Would you buy CCH® SureTax® again?

Yes

As a Direct Marketing company, we have many locations that need to be reported on the returns. Suretax is able to get the data to all locations which on some returns is in the hundreds or thousands. We do not use the exemption certificate function.

CCH® SureTax® Feature Ratings

Sales and Use Taxes
7
Geolocation for Tax Assessment
10
Tax Data Reporting
6
Compliance Administration Management
7