Item: CCH® SureTax®
Rating: 9
Author: Michael Fink, CFE

Use Cases and Deployment Scope

We utilized CCH SureTax to help us ensure we were appropriately rating for sales, utility and federal fees related to telecom services provided by our company. The ability to adjust and appropriately map tax categories to truly match the services and specific products we provided our clients, allowed for these charges to be calculated as was mandated by code.

Pros and Cons

Current on tax rates and updates to legislation
Current on FUSF USF rates
Consistent on calculations provided back, no issues with misleading data results

over-inclusion of fees, assessments in new jurisdictions that truly are not applicable to the services we provide. Provide the ability to see what justifications or applicable code applies to why a fee may be assessed so that users can review.

Return on Investment

ROI was positive, as it allowed for a complete capture of all applicable taxes, fees and assessments that needed to be assessed with a simple data input.

Alternatives Considered

Avalara

CCH SureTax was more accurate and truly understood telecom tax and the challenges. This is still a newer item that Avalara is still developing.

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?

Yes

Did implementation of CCH® SureTax® go as expected?

Yes

Would you buy CCH® SureTax® again?

Yes

Other Software Used

Oracle E-Business Suite, Microsoft Dynamics 365, Microsoft 365

Likelihood to Recommend

Software was always consistent, accurate, and allowed for me to work with the data as was needed rather than imposing what/how I reported results. Fantastic if I needed to test to allow for me and my team to review results.

Amazing product, well worth investigating

Overall Satisfaction with CCH® SureTax®