2018 Review of CCH Sales Tax Office – Wolters Kluwer

From the 2018 review of Sales & Use Tax systems.

CCH Sales Tax Office from Wolters Kluwer Tax & Accounting is best suited for corporations that manage multiple business entities or divisions. Offered as an on-premise application, CCH Sales Tax Office integrates with CCH Sales Tax Returns Online for complete reporting and form filing compliance.

Designed to work behind the scenes, CCH Sales Tax Office need only be configured by mapping product SKU’s to groups and items, with all customer products rules and tax rates supported. The product is typically set up with assistance from Wolters Kluwer Tax & Accounting support personnel to ensure correct system configuration from the start.

Users only need to update the system once per month in order to have the latest tax rules and rates in place, with updates available from the product website. CCH Sales Tax Office is completely customizable, with users able to create custom groups and items as well as custom exemptions, tax overrides, and tax rate overrides as necessary. Taxability rules can also be customized, with users able to create custom groups, items, and exemptions for customers. Custom tax calculations can also be entered into CCH Sales Tax Office as well.

At the end of each month, users can run end-of-month compliance reports and send all files to CCH Sales Tax Returns Online, which will automatically populate sales and use tax forms, schedules and worksheets. These forms can then be reviewed and e-filed. Signature ready forms are also available for printing and filing in jurisdictions that do not offer e-filing capability.

CCH Sales Tax Office also handles customer exemptions and includes 15 built-in exemption reason classifications or users can simply create custom exemption classes as needed. CCH Sales Tax Office easily calculates taxes at multiple levels while easily handling any special rules in specific tax jurisdictions.

CCH Sales Tax Office offers advanced geocoding capability and spatial analysis based on ship-to, ship-from, order placement and order approval addresses. The product also supports multiple ship-from and ship-to combinations and handles more complex tax calculations using tax brackets and tax charts. A comprehensive database of boundary definitions for state, county, city, and local tax districts, as well as details on any special or temporary tax districts is included in CCH Sales Tax Office as well.

CCH Sales Tax Office offers excellent integration capability with a variety of ERP systems, including Microsoft Dynamics 365, Microsoft Dynamics GP, NAV and AX systems. The product also integrates with SAP, and NetSuite. The product also offers integration with both Magento and Salesforce Commerce Cloud. Custom integrations are also available directly from the vendor.

CCH Sales Tax Office provides users with consumer use tax processing capability, configuring the product to identify location, product, and service classification and usage. This configuration allows users to review and assess both taxes due and any subsequent overpayments.

CCH Sales Tax Office offers solid reporting capability, with the ability to run liability reports with any date range specified. Users can also run audit reports for both sales tax and exemptions. Once reports are reviewed for accuracy, users can prepare output files for CCH Sales Tax Returns Online for form processing and filing.

Wolters Kluwer Tax & Accounting offers excellent help and support functionality, with users able to go to the support page to access the Find Answers option, which offers the ability to ask questions of the user community, view the extensive video library, and search the product knowledgebase. Product support is also available during regular business hours, with both chat and remote support available as well.

Users that purchase CCH Sales Tax Office will also receive an all-states subscription to Wolters Kluwer Tax & Accounting general merchandise data, a Subscription Update Manager utility, and a web services API that allows users to easily integrate CCH Sales Tax Office with their current ERP or accounting system. In addition, Wolters Kluwer Tax & Accounting also offers products designed for specialty markets such as energy, telecommunications, food, medical equipment, and restaurants.

CCH Sales Tax Office is an excellent fit for larger businesses that want a behind the scenes application that handles complex sales and use tax calculations. The product offers seamless integration with CCH Sales Tax Returns Online, which provides form processing and filing. Pricing for CCH Sales Tax Office varies and is based on business needs and volume. Those interested can contact Wolters Kluwer Tax & Accounting directly at 800-739-9998 for a custom quote.

Overall Rating: 5 Stars