#1 most frequent
United States of America
77.2%44 installations of 57
What is CCH® SureTax®?
CCH SureTax is designed by tax experts to help businesses comply even with the most complex sale and use tax requirements. Always up-to-date on 100,000+ annual tax legislation changes, this cloud-based sales tax automation platform aims to ensure customers accurately calculate, collect, and remit taxes to the correct authorities every time.
Categories & Use Cases
Media
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Screenshot of Transaction level view
Top Performing Features
Cross-border Taxes
Software is capable of calculating and filing taxes, such as customs, across countries.
Category average: 7.8
Geolocation for Tax Assessment
Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.
Category average: 9
Sales and Use Taxes
Software is capable of calculating and filing sales and use taxes.
Category average: 8.8
Areas for Improvement
3rd-Party Software Integrations
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
Category average: 7.4
Complex Tax Scenario Management
Ability to automate handling of tax holidays and other anomalies.
Category average: 7.5
VAT / GST Taxes
Ability to calculate and manage VAT and GST taxes.
Category average: 7.2
Who Buys & Uses CCH® SureTax®
#2 most frequent
Australia
3.5%2 installations of 57
#3 most frequent
India
3.5%2 installations of 57
Our experience with CCH SureTax since 2021.
Use Cases and Deployment Scope
We currently have SureTax built into our ERP system to maintain sales tax rates, taxability, and reporting. Nexus is very easy to maintain plus SureTax even notifies us if we are approaching a threshold in a different state that we do not have Nexus in so we can get registered there to also collect sales tax. We currently collect taxes in 26 states. I could not imagine keeping track of all of the tax codes, rates, etc.
Pros
- Maintains Nexus nationwide.
- Implements all of the various sales tax rates nationwide automatically.
- Clean website that is very user friendly.
- Support is very quick to respond and always fixes any issues you may be having.
- We have had this since 2013, and not one time has a sales tax rate been wrong. We used to have Avalara, where we had 12 different overrides in their system just to calculate the correct tax. It is nice not having to maintain those.
Cons
- We have returns enabled. For the most part, it is a terrific service. I couldn't imagine having to file 26 returns monthly. There are some hiccups we have encountered with additional Schedules and tax forms that are not populating for certain states, but those are being fixed as we go. Any errors I have come across, they directly looked at and have either corrected or educated me on what I should be seeing.
- SureTax does not "see" miscellaneous credit and debit memos, even if tax is credited or debited. There is not a calculation there, so I do understand why it does not include it in reporting, however it would be nice if an amount is filled into the tax field for SureTax to break it down by the customer address on the memo just as it would an invoice so I wouldn't have to manually put in a Transaction Adjustment in SureTax
- When having to add Nexus to a state, it would be nice if SureTax "knew" if it was a Vendor Use or Sales Tax for a Remote Seller automatically. Clearly, the laws and thresholds are already built into the system, so the answer must be there. This causes confusion for the first couple of returns to file when we have a new state.
Return on Investment
- We would have to hire multiple people to maintain everything SureTax handles for us.
- Returns could easily be a full-time job if someone had to manually file them for all of our Nexus states. The yearly cost is a fraction of what a salary would be.
- Breaking down our tax numbers by state, county, jurisdiction, city, etc, would be impossible to do manually.
Alternatives Considered
Avalara
Other Software Used
Microsoft Dynamics GP
Sandvik Machining Solutions.
Use Cases and Deployment Scope
CCH handles all our business-related taxes.
Pros
- Filling all Business taxes on time.
- Approving process is much easier.
- Provide online support for the business taxes or questions.
Cons
- I need some training to find the reports that are already filled or with any tax-related questions.
Return on Investment
- Our business saves time on business tax reporting handled by CCH.
- Our business objective is to file taxes on time and accurately.
Other Software Used
Wolters Kluwer Account Recordkeeping Services
Simplify your complex and manual tax process with SureTax
Use Cases and Deployment Scope
SureTax has made a huge difference in how we process taxes. It not only saves us countless hours, but created a pin point level of accuracy for charging customers. The partnership with SureTax and our current Tax firm is a perfect match for us. The easy of this system and countless hours it saves myself and our staff is incomparable to any other software.
Pros
- Speed of use
- Accuracy
- Easy of use
Cons
- Automation pulling data with more third party systems like BigQuery
Return on Investment
- improved accuracy and reduced human error
- streamlined compliance teams daily work
- saved countless hours of time or resources due to automation
Other Software Used
Gotransverse, Google Ads, Attribution in Google Analytics
Okay, but could be better
Use Cases and Deployment Scope
We have went with you guys to file our sales tax for us, but it is not going well. Things are not getting filed correctly, I have to go in and take out all the negative amounts and correct the return based off of that, things are not going to the correct place, I have to add all the locals and any problems we have. It is much easier for me to file the returns than to have you guys file for us and it was supposed to be the other way around. Also, every time we are inquiring about something or need help with something it takes forever to get a response back from someone causing issues. Things just are not getting done easily and as quickly as it should be.
Pros
- Tax Rates being the most recent rates
- Easier to figure out what we are off and what tax type something is
- Being able to tell when an exemption needs to be updated.
Cons
- Getting more detail reports
- Better response times
- More of you to tell me what I need to do since you are the tax experts and I am not, but doing all the research and work
- Returns being more accurate when they are generated.
Return on Investment
- Sales tax is better
35 States of Sales Tax
Use Cases and Deployment Scope
We use SureTax® to do sales tax compliance in about 35 states.
Pros
- Accuracy
- Detailed reports to be able to file accurately with the states
- have not had any downtime
Cons
- Help for states with tricky sales tax situations like CA Partial Exemptions
- Help for states with tricky sales tax situations like AL Machine Rate
Return on Investment
- Accuracy is very good
- Reports provided to be able to file state sales tax accurately
