Purpose-built integration delivers end-to-end tax automation you can rely on


Seamless, purpose-built integration of CCH® SureTax® and your Microsoft Dynamics 365 ERP delivers greater sales and use tax accuracy, streamlines complexity and enhances transparency when it comes to managing your tax obligations … whether your business is in manufacturing, construction, wholesale/distribution, retail, leasing and rental, automotive or other industries.
#consultation
Request a Conversation
100% built with extensions and hosted on Microsoft Azure, CCH SureTax is the natural sales and use tax platform choice for Microsoft Dynamics 365, Business Central and Microsoft Dynamics 365 Finance & Operations. Bring together the best of powerful enterprise resource planning (ERP) and/or finance and operations management with the best-in-class, end-to-end sales and use tax full-process automation platform. Enhance your sales and use tax compliance accuracy with the most comprehensive sales taxability content from CCH SureTax, seamlessly integrated with Microsoft Dynamics 365.

How CCH® SureTax® works


The flexibility and extensibility of the CCH SureTax platform allows all solution modules to interconnect, enabling seamless data flow without manual intervention. This supports improved data integrity which – in turn – provides greater, more accurate results than other solutions that require further data manipulation.

Divider - Green

Seamlessly integrate
CCH SureTax with Microsoft

Apply the most current rates and rules; precisely calculate and collect taxes

Prepare and file accurate, timely returns

Leverage enhanced reporting that enables audit-readiness with clear audit defense

#consultation
Get More Details
Wolters Kluwer and Microsoft: a long-term partnership that meets your business needs

Illustrated icon

Key benefits

  • Offload tax rates and rules upkeep: CCH SureTax does it for you
  • Increase accuracy: Robust content and advanced automation for more precise calculations
  • Regulatory confidence: Establish and maintain compliance and audit readiness – regardless of nexus, changing tax laws, eFiling status and jurisdiction/s within which you operate
  • Audit readiness
  • Easily manage transactions, quotes and discounts for uplift of customer experience and competitive positioning

Illustrated icon


Advantages

  • Enhance your Microsoft Dynamics native functionality
  • Unified experience across Microsoft Dynamics 365 applications
  • Built for scale: Leverage deep tax expertise, rules and rates, and automation to handle high-volume tax calculations with ease
  • U.S.-based support
  • Tight internal controls provide accurate, timely, reliable sales tax rates and taxability rules – without additional data manipulation
  • All modules in the CCH SureTax platform interconnect for seamless data flow without staff interference

Illustrated icon

 

Why CCH SureTax for Microsoft Dynamics 365?

  • Hosted on Microsoft Azure
  • AppSource Certified
  • Available directly from Azure Marketplace
  • Open API platform
  • CCH SureTax for Microsoft Dynamics 365 Universal Tax API (Finance & Operations)
  • Tax research process: Service Organization Control Type 1 (SOC-1) and SOC-2 compliant
  • Continuous support for Microsoft Dynamics 365 version upgrades
  • Pricing transparency and predictability
#consultation
Learn More
Automated, trusted, modular tax management integrated with Microsoft Dynamics 365 ERP and Finance and Operations
CCH SureTax modules set the stage for flexibility, full-on sales and use tax automation, precision, accuracy, and audit preparedness for mid- to large-enterprise organizations with complex tax management and compliance needs in manufacturing, retail, wholesale and distribution, construction, leasing and rental, and automotive.

Rates and Rules*

The Wolters Kluwer CCH SureTax team of seasoned tax researchers continuously monitors more than 100,000 annual tax changes to deliver the most accurate rates and rules—right at your fingertips.

Returns

Data flows directly from the calculation engine to your returns. Interactive forms allow you to edit values, with automatic recalculations to ensure accuracy across all related fields.

Reporting

Unlock powerful insights with the industry's leading business intelligence tools for sales and use tax. Spot trends, dive deeper into your sales data, and make confident, data-driven decisions to support your company’s growth.

Calculation*

Automatically validate and apply the correct rates and rules for your business in milliseconds.

Exemption Certificate Management (ECM)

Efficiently manage exemption certificates and apply them to relevant transactions with speed and ease.

Citations

Gain peace of mind with full transparency by easily viewing which tax rules are applied, where, and why. It's audit readiness that saves time and decreases risk.

Integration

Easily integrate with a wide range of ERPs, POS systems, and more—using our certified connectors or supported third-party solutions.

CCH SureTax Investigator

Simplify, accelerate and customize your sales and use tax research with cloud-based functionality that increases accuracy with no-code-based answers. Validate address data, simplify via automations, tap into industry-specific tax content, and customize views. All with seamless integration.
*Modules required
#consultation
Learn More

Yes! I want to see how Wolters Kluwer Sales and Use Tax Solutions can help me stay in compliance.

Talk to an advisor today to learn how Wolters Kluwer's solutions address all aspects of your end-to-end sales and use tax process.

Image - Form
Back To Top