Item: CCH® SureTax®
Rating: 9
Author: Tushar Joshi

Use Cases and Deployment Scope

SureTax is configured for tax calculations and configurations based on country, region, zip code combinations. The solution helps in tax calculation automatically and reduces manual intervention but at the same time also allows overriding the tax amounts if needed (based on security permissions)

Pros and Cons

Sales order invoicing
Credit notes
Return material authorizations with returned orders

Master data setup
Situs rule configurations

Return on Investment

Automated tax calculations for all types sales
tax exemption ability
reduced manual intervention on tax calculations and reporting

Alternatives Considered

Avalara

Costing and services offered.

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

UltraShipTMS, Experlogix CPQ (with e-Con CPQ), OneStream, Atlas, IBM Cognos Analytics

Likelihood to Recommend

The solution works really well for address validations, and tax calculations based on type of situs rule configuration. Easy to configure with enterprise applications and easy to manage the CCH console for master data/metadata setups. exemption related setup/flexibility or reporting could improve in upcoming versions.

CCH SureTax - Value for money!

Overall Satisfaction with CCH® SureTax®