Item: CCH® SureTax®
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

Suretax is a verification tool to ensure the business accurately collects and reports tax. Suretax is used to verify the accuracy of sales numbers. Suretax addresses the problem of accurately taxing or exempting each customer transaction. Suretax addresses the problem of expired exemptions. Most users interface with Suretax through D365's callout to verify the transaction live. A select group of users populate and maintain Suretax and use it to generate data on demand.

Pros and Cons

Geocode determination for Urban Zone exemptions.
Data Exchange Rules.
Line Item Tax Breakdown.

Importing transactions.
Drop down selection.
Editing existing exemptions.

Return on Investment

Improved accuracy with sales and use tax collection.
Increased resources needed to manage the information collection.
Improved the perception that the business is in compliance with the states.

Key Insights

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

Not sure

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

Microsoft SharePoint, Adobe Acrobat

Likelihood to Recommend

Starting from zero with Suretax would be ideal. I found it cumbersome and time-consuming if you need to import existing data. We opted not to import existing certificates after seeing the process for data. The pre-defined reports are beneficial, but we cannot define custom reports, which is limiting.

Solid Exemption Tool.

Overall Satisfaction with CCH® SureTax®