2019 Review of CCH SureTax

From the 2019 reviews of sales tax compliance systems.

CCH SureTax from Wolters Kluwer is a scalable, cloud-based application that can be used as a stand-alone system, and is a good fit for businesses of any size. Along with its standard sales and use tax calculations, CCH SureTax also offers sales tax verticals for industries such as Retail, Communications, Construction, Restaurants/Hospitality, and several others, with all applications deployed as a SaaS subscription. Designed to be used with other tax compliance applications, CCH SureTax offers form processing, filing, or tax remittance functionality.

CCH SureTax rates are sourced from more than 10,000 U.S. jurisdictions and cover more than 1,500 various product and service types, with Nexus configuration available in the system as well. CCH SureTax monitors both daily and weekly publications for any rate changes, with information updated on a regular basis. Because the rates are checked so frequently and the product updated any time there is a change, users will always have access to the most up-to-date tax rules and calculations available. 

CCH SureTax offers an intuitive user interface with easy access to vital system functions such as Configurations, Tools, Dashboard, Reports, and Support, with users able to easily toggle between multiple screens when necessary. The product also includes good lookup options for easily locating tax rates and rules for a specific location, product, or service.

CCH SureTax setup can be time-consuming, Wolters Kluwer recently released a series of import tools to help customers streamline the process. Wolters Kluwer implementation teams and support personnel are available to assist in the initial mapping of product codes that is necessary in order to calculate sales tax accurately. Product data can also be imported into CCH SureTax from other applications.

Ideal for industries that have a more complicated taxing structure such as manufacturing, CCH SureTax includes the option to tax bundled items separately.  Users can check all calculated tax totals and an override option is available for users to change those totals if desired. VAT rates are also available in the optional VAT Rate module, with rates for more than 130 countries currently available, with VAT rates applied at either the product or service level.  Users will always have access to historical tax rates in CCH SureTax, so tax adjustments can be made to prior month transactions without the need to worry about any current rate changes.

CCH SureTax offers seamless integration with a variety of applications including Microsoft Dynamics, NetSuite, Magento, and SAP. An easy-to-use API is also available that offers integration with billing and ERP systems. Users can also provide their customers with custom tax quotes, and can easily perform “what-if” tax analysis to customers and support staff alike. CCH SureTax includes built-in address verification through SureAddress, providing users with an accuracy score for each address entered into the application.

CCH SureTax supports exemptions, overrides, business rules, and bundle management, with the system able to manage exemption certificate details for customers. 

CCH SureTax offers good reporting options, with users able to choose from a variety of standard reports, with the option to easily customize reports. Reports are available for federal, state, and local tax jurisdictions, with users able to easily filter reports as desired. Reports can also be scheduled to run automatically on a weekly or monthly basis by using the Report Scheduler option. All SureTax reports can be also be exported to Microsoft Excel if further customization is desired, or saved as a PDF.

Mentioned earlier, CCH SureTax offers seamless integration with a variety of ERP systems and shopping cart platforms, with the product designed to work behind the scenes to calculate tax calculations as sales transactions are processed.  In addition to these integrations, CCH SureTax also integrates with Salesforce Commerce Cloud. 

Wolters Kluwer offers numerous resources for all CCH application users including white papers, videos and webinars, and eBooks and infographics. Mentioned earlier, CCH SureTax support personnel are able to assist in initial product setup to ensure accuracy. Toll-free support is available during regular business hours, with chat and email support options offered as well, with product support included in the cost of the application.

CCH SureTax from Wolters Kluwer is a good fit for businesses of any size, with special editions available for specific product verticals such as Energy and Telecommunications. Pricing for CCH SureTax varies and is based on the number of sales transactions performed monthly. Those interested in CCH SureTax can visit the vendor’s website for more information or to request a demo or a custom quote.    

2019 Overall Rating: 4.75 Stars