2018 Review of CCH SureTax – Wolters Kluwer

From the 2018 review of Sales & Use Tax systems.

CCH SureTax from Wolters Kluwer Tax & Accounting is a scalable sales and use tax application that is well suited for businesses of any size. Along with standard sales and use tax, CCH SureTax also offers tax calculations for vertical markets such as Retail, Communications, Manufacturing, Construction, and Restaurants. CCH SureTax is a cloud-based application delivered as a SaaS subscription.

CCH SureTax supports more than 13,000 tax jurisdictions in both the U.S. and Canada and features an easily navigated user interface that provides easy access to system functions such as Configuration, Tools, Dashboard, Reports, and Support. Users can easily toggle between multiple screens and the product also contains a lookup option where users can find tax rates and rules for a specific product or service.

CCH SureTax is designed to be used in conjunction with other tax compliance applications, and does not handle form processing, filing or remittances.

Though system setup can be complicated, Wolters Kluwer Tax & Accounting personnel assist new users in mapping product codes for accurate tax calculations. Users can import product data from other applications if desired. CCH SureTax supports over 1,500 various product and service types, with Nexus configuration available in the system as well.

Ideal for manufacturers and other industries where taxation can be more complex, CCH SureTax allows users to tax bundled items separately if necessary.   Users can easily check tax totals and can also reference each transaction that is included in the total tax displayed. There is also an override option, where users can change tax totals if needed. VAT rates are also supported in the product, with rates available for over 130 countries, with rates applied and customized at either the product or service level.

Also available in CCH SureTax is SureQuotes, which provides tax calculations for products or services that are not part of the regular monthly reporting. Historical tax rates are always available in CCH SureTax, making it easy to make prior month tax adjustments, even if rates have changed.

All tax rules and rates are automatically updated by Wolters Kluwer Tax & Accounting, so users will always have access to the most up-to-date information available.

Seamless Integration. CCH SureTax Communications provides a flexible interface with an easy-to-use API that can be integrated into billing and ERP systems or other internal systems capable of Internet data requests. The CCH SureAddress function provides instant address verification, ensuring that both tax jurisdictions and customer shipping and mailing address are accurate. Users can also choose to use the Submit option, which will use an algorithm to update or complete an address.  

CCH SureTax also support customer exemptions, with users able to easily store and manage all exemption certificate information.

CCH SureTax offers a good selection of reporting options, with users able to easily access standard system reports as well as customize reports to suit their needs. Reports are available for federal, state, and local tax jurisdictions. Reports such as a State Reconciliation report, Taxes by Invoice, and Tax Compliance are available, with users able to filter reports as needed. All CCH SureTax reports can be exported to Microsoft Excel for further customization capability or saved as a PDF.

CCH SureTax offers seamless integration with a variety of ERP systems and shopping cart platforms, including Microsoft Dynamics 365, AX, GP and NAV; SAP, NetSuite; and e-commerce systems such as Magento and Salesforce Commerce Cloud. The product is designed to provide real-time tax calculations as transactions are being processed. The product also includes an API, making it easy to integrate with a variety of shopping cart platforms.

The SalesTax.com website offers users a variety of resources, including e-books and white papers, webinars, and infographics. Wolters Kluwer also provides assistance during product setup to help ensure a smooth transition at all stages. Toll-free support is available during regular business hours, and users can also contact support via email. Both standard and premium support options are available.

CCH SureTax from Wolters Kluwer Tax & Accounting is designed for businesses of just about any size, with special versions of CCH SureTax available for both the Energy and Telecommunications industries. Pricing for CCH SureTax varies and is based on the number of transactions processed monthly, making it a good fit for even smaller businesses that wish to automate their tax calculations. Those interested in the product can contact Wolters Kluwer directly at 800-739-9998 for a quote.  

Overall Rating: 4.75 Stars