Item: CCH® SureTax®
Rating: 8
Author: Matt Pohl

Use Cases and Deployment Scope

It automates sales tax rates on invoicing and collects resale exemptions for customers.

Pros and Cons

Tax Rate Calculation
Monthly Reports by State and District
Special Tax Rates for Manufacturers
Taxes Freight depending on the state

Easier to understand how to implement changes
Structure is too complicated and needs to be redone, maybe using AI or questions to implement changes would be better than the user figureing it out on their own

Return on Investment

Prevents customer service from making tax decsiosn on their own.
Helps eliminate most sales tax questions by automation.
Reduces sales tax audit exposure from obvious errors.

Alternatives Considered

Avalara

Avalara was not suitable for our ERP and was not recommended by our VAR.

Other Software Used

Bloomberg Tax Advantage, Microsoft Visual Studio, Microsoft SQL Server, SAP Crystal

In my opinion, well Suited for large billing clients that for the most part have few exceptions and many jurisdictions.
I think it is very good at resale certificate collections. Less appropriate when the billings are diverse such as labor, services, and other complicated tax collections. For example taxing engineering vs assembly is state by state and is hard to implement using CCH® SureTax®.

Truthful Review

Overall Satisfaction with CCH® SureTax®

Use Cases and Deployment Scope

Pros and Cons

Return on Investment

Alternatives Considered

Key Insights

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

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

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

Did implementation of CCH® SureTax® go as expected?

Would you buy CCH® SureTax® again?

Other Software Used

Likelihood to Recommend

CCH® SureTax® Feature Ratings