Overview
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…
Great Experience with CCH® SureTax®
Room for improvements
Trustworthy system!
CCH® SureTax® - a Solid Aid to Tax Prep for Telecoms
SureTax!
SureTax Solutions!!!
CCH SureTax is not recommended
SureTax has been Great!
Good but could be improved
Robust Tax management tool
CCH® SureTax® is a winner!
Solid Exemption Tool.
Thoughts on SureTax.
Our experience with CCH SureTax since 2021.
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Geolocation for Tax Assessment (45)8.888%
- Sales and Use Taxes (63)8.282%
- 3rd-Party Software Integrations (44)6.666%
- Tax Data Reporting (56)6.565%
Reviewer Pros & Cons
Pricing
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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
CCH SureTax Overview
CCH® SureTax® Returns
CCH® SureTax® Views - reporting
CCH SureTax in NetSuite® overview
Features
Type of tax
A list of the different types of taxes that can be filed using tax compliance software.
- 8.2Sales and Use Taxes(63) Ratings
Software is capable of calculating and filing sales and use taxes.
- 9Cross-border Taxes(1) Ratings
Software is capable of calculating and filing taxes, such as customs, across countries.
- 4.9VAT / GST Taxes(4) Ratings
Ability to calculate and manage VAT and GST taxes.
- 7.1Energy and Fuel Taxes(6) Ratings
Ability to calculate and manage energy and/or fuel taxes.
Tax Reporting & Compliance
Activities relating to tax filing, reporting, document management, and exemption certificate processing.
- 8.8Geolocation for Tax Assessment(45) Ratings
Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.
- 6.63rd-Party Software Integrations(44) Ratings
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
- 6.5Tax Data Reporting(56) Ratings
Ability to export transaction data for tax filing.
- 6.7Compliance Administration Management(42) Ratings
Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.
- 7.9Tax Exemption Processing(44) Ratings
Ability to generate, track, exemption certificates from sales invoices.
- 7.2Tax Document Management(33) Ratings
Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.
- 5.7Complex Tax Scenario Management(42) Ratings
Ability to automate handling of tax holidays and other anomalies.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is CCH® SureTax®?
CCH® SureTax® Features
Type of tax Features
- Supported: Sales and Use Taxes
- Supported: Energy and Fuel Taxes
Tax Reporting & Compliance Features
- Supported: Geolocation for Tax Assessment
- Supported: 3rd-Party Software Integrations
- Supported: Tax Data Reporting
- Supported: Compliance Administration Management
- Supported: Tax Exemption Processing
- Supported: Tax Document Management
- Supported: Complex Tax Scenario Management
CCH® SureTax® Screenshots
CCH® SureTax® Videos
CCH® SureTax® Integrations
CCH® SureTax® Competitors
CCH® SureTax® Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | USA, Canada |
CCH® SureTax® Downloadables
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(112)Attribute Ratings
Reviews
(1-25 of 64)A+ Solution In State and Local Tax Calculations.
- Integration
- Computation
- Segmentation
- Unbundling
- More people other than David Rubenstein that understand Telecom.
- System is a bit outdated.
- Informational detail.
Great Experience with CCH® SureTax®
- Provided accurate rates
- Ease of use
- Good customer service
- Assumptions built into the SKUs related to construction
- difficulty of getting set up
- Complexity
Room for improvements
- Sorry I cannot think of anything SureTax does particularly well.
- Easier connection with Netsuite.
- Paid for the higher service but are doing more of the hands on processing.
- Timing of CCH team processing so there are not multiple emails going around trying to resolve filing issues.
- Easier navigation in the CCH SureTax website.
Trustworthy system!
- Applying existing exemption certificates to invoices
- Calculating correct tax rates
- Lots of manual data entry still
CCH® SureTax® - a Solid Aid to Tax Prep for Telecoms
- Sales Taxes for each state, city, metro area, etc
- FCC charges in each state
- PUC charges for the phones
- Listing everything out by month, alphabetically, clearly
- Some areas of the website feel clunky - like the beginning map
- I wish I could access this account directly from Rev.io via a link
SureTax!
- File & pay on time!
- The system is very detail into each municipality & such beyond my calculation.
- The problem that we're having with some states needs to be solved.
- The GSLR report can be easier to read.
SureTax Solutions!!!
- Local communications taxes
- Good interface
- Reports
- Report by city
- Reports by category
CCH SureTax is not recommended
- Applying appropriate sales tax to customers
- Customer service
- Having a dedicated sales rep
- Transparency with their billing
SureTax has been Great!
- Updates with changes to state and local taxes
- Great customer support online
- Easily update customer and SKU configurations
- Features that can implement complex taxes
- Greater functionality in integration with small business needs
- Better user interface
Good but could be improved
- When the tax rates are available they are normally correct.
- Support usually updates open cases fairly quickly.
- The website is not overly complicated.
- Support has gotten better over the last year.
- Having to delete a user and recreate them because password reset does not work correctly is bad. As an update, this does sometimes still happen.
- After contacting support due to some missing tax rates for certain zip codes we were told this was a known problem. The case has been open almost a month. Eventually, they did take care of this issue.
Robust Tax management tool
- Support, support support!
- Robust help center and documentation
- Friendly UI that adds solid support apart along with the API
- More help center articles focused on API specifically
- More help center articles that include examples of business cases and how to handle them correctly (i.e. in case of refunds)
- More API functionality and utilities available through API that are available through the UI portal
CCH® SureTax® is a winner!
- Calculate sales tax rates
- Track sales tax certificates and exemptions
- Interface with the company’s ERP
- None that I notice
Solid Exemption Tool.
- Geocode determination for Urban Zone exemptions.
- Data Exchange Rules.
- Line Item Tax Breakdown.
- Importing transactions.
- Drop down selection.
- Editing existing exemptions.
Thoughts on SureTax.
- Displays Tax Information.
- Basic Reporting Tool.
- Allows for Custom Period Choice for Reporting Purposes.
- Reporting needs to be more extensive, too basic as currently set up.
- Ability to run custom extracts using filters.
- Seeing Tax Rates and rules in a much more detailed manner.
Our experience with CCH SureTax since 2021.
- 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.
- 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.
Skip This Solution
- Stays updated on current sales tax rates.
- In our experience, CCH® SureTax® goes down frequently; recently as often as multiple times per month since November 2023 to January 2024.
- In my opinion, receiving support from CCH® SureTax® is near impossible because they say the system either wasn't down in the first place or they request information using language that we don't understand even though we provide the support team with as much information as we can.
- In our experience, sales that are shipped to California, specifically throughout the Bay Area, calculate with the incorrect tax rate. For example, our reports will tell us that a sale that originally shipped to Foster City, CA shipped to San Diego, CA.
Saves Time while reporting however a slow server speed
- Up to date Tax Forms
- Teams to handle every situation
- Personal Reps to help with immediate needs
- Knowledge of Reps - one return was late due to incorrect form being filed and our rep couldn't tell us if the late fee was going to be convered by CCH® SureTax®
- server/processing speed
Would Not Recommend this product
- The site is user friendly
- The site is easy to navigate
- In my experience, if there is an issue with your account your account rep isn't very responsive
- In my experience, if there is an issue with an import there isn't much help
- Not all transactions import like they should and causes issues on the returns side of things
CCH® SureTax® Review
- Provides quotes for taxes
- I'm constantly getting locked out of my account
- I have to enter my password multiple times to be able to log in, my password isn't wrong it just takes several times of entering it to log in
- I've had to call and wait on hold for a while to get back into my account only to get locked back out again the next day.
Sandvik Machining Solutions.
- Filling all Business taxes on time.
- Approving process is much easier.
- Provide online support for the business taxes or questions.
- I need some training to find the reports that are already filled or with any tax-related questions.
Telecommunications Sure Tax review
- Tax data files
- Our main issues has only been customer service.
Okay, but could be better
- 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.
- 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.
Responds times
Returns being generated not being easy and taking a bunch of time to do
Not having enough report options
Two thumbs up
SureTax is used to calculate sales tax on our invoices and prepare sales tax returns. Yardi files the returns and pays the tax.
- Calculates taxes
- Prepares sales tax returns
- Researches and reports on sales tax laws in all the US taxing jurisdictions
- Provides support Yardi
- More rapid response to real-time technical problems in processing
- Billing and accounting needs to be improved. I always have problems with the invoice accuracy
- Sales tax laws are changing very rapidly so additional Group/Items mapping needs to keep up.
35 States of Sales Tax
- Accuracy
- Detailed reports to be able to file accurately with the states
- have not had any downtime
- Help for states with tricky sales tax situations like CA Partial Exemptions
- Help for states with tricky sales tax situations like AL Machine Rate
CCH needs improvement
- Easy to set up customer with tax exemptions
- Reports - favor telecom industry. Need to be universal
- Need to be able to call Support instead of always talking through support portal
- Resolving problems has been the biggest headache. Literally took several years to figure out an issue