Sales and use tax delivered end-to-end.
Accurate, automated and fully customizable.

Streamline everything from tax calculation to filing and reporting, using proven APIs designed for the most complex, industry specific, tax compliance environments helping you stay compliant and audit-ready, reducing compliance risk, while gaining full visibility into every tax decision.

  • Rates, Rules, and Citations
  • Calculation
  • Returns
  • Reporting
  • Exemption Certificate Manager (ECM)
  • CCH® SureTax® Investigator

CCH® SureTax® Rules, Rates, and Citations

  • Accurate, always-current tax compliance
    CCH SureTax delivers precise tax rates and rules that stay current across 26,000+ U.S. jurisdictions and over 100,000 annual updates, leveraging trusted data used by the IRS. It automates sales and use tax calculations while providing full transparency into which rules are applied, where, and why, with built-in citations for audit readiness.
  • Simplified automation and audit defense
    The solution streamlines tax determination by applying the latest rates, rules, and jurisdictional boundaries, while centralizing visibility into tax decisions. This enables easier compliance, faster reporting, and strong audit preparedness and defense.
  • Industry specific content
    Leverage always up-to-date tax intelligence with our rates and rules databases, backed and verified by human expertise, across many highly complex industries.

    These industries include manufacturing, construction, food & beverage, telecommunications, retail and more.
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CCH® SureTax® Calculation

  • Real-time, accurate tax calculation
    Integrated with your ERP, CCH SureTax centralizes tax determination across all transactional billing systems to ensure accuracy. It calculates required tax in just milliseconds, factoring in product and industry specifics, precise sale location (all the way down to the building number), and jurisdiction validation.

    Bottom line... It automatically records everything as transactions are processed.
  • Nexus tracking and centralized data

    Identify nexus obligations in a timely manner while logging all transaction details in one place, making it easy to analyze, reference, and support future compliance needs.

CCH® SureTax® Returns

  • Streamlined return preparation and filing
    CCH® SureTax® Returns® transforms manual, time-consuming processes by automatically flowing tax data from the calculation engine directly into returns, eliminating the need to import or consolidate data from multiple sources while still allowing manual input if needed.
  • Interactive, efficient filing
    Up-to-date, interactive forms automatically recalculate when fields are edited, and hands-free filing enables one-click submission, helping you save time and improve overall efficiency.
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Quick Answers

CCH® SureTax® Reporting

  • Advanced, customizable reporting
    The CCH® SureTax® Views module delivers streamlined, high-performance reporting while allowing you to fully customize reports to meet your specific needs.
  • Deeper insights and improved accuracy
    Interactive reports support return accuracy and enable granular analysis of sales and tax data. This includes evaluating exempt sales by reason or breaking down revenue by product beyond what standard ERP reporting can provide.
Some of your buyers will likely be purchasing from you for resale or another use that is considered tax-exempt.

Wolters Kluwer offers two solutions for customers to manage exempt sales certificates depending on their business needs.
  • Right-sized exemption certificate management
    CCH® SureTax® ECM is ideal for organizations with lower volumes of exempt sales, providing an efficient way to manage exemption certificates and maintain compliance.
  • Advanced protection for complex exemption needs
    CCH® SureTax® Premium ECM Powered by CERTifyTax® is designed for high-volume, complex exempt sales environments, helping reduce sales tax exposure and protect against penalties and non-compliance risks.
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CCH® SureTax® Investigator*

Take advantage of faster tax research decisions. Find, validate, compare, customize, report and connect ERP and eCommerce platforms to CCH SureTax for fully automated, end-to-end tax calculation and compliance.

* Available as add-on only, contact us for details.

 

  • Faster, more reliable sales and use tax research
    Accessible through a user interface or API, CCH SureTax Investigator gives organizations like yours faster, more reliable access to in-depth research on sales and use tax directly inside the CCH SureTax workflow.
  • Enhances workflow with detailed reporting

    Increase efficiency and accuracy in your sales and use tax workflow, and decrease your overall risk. 

    • Research tax rates, taxability rules, jurisdictional boundaries, and rate changes
    • Validate current and historical rates and taxability data
    • Compare products, locations, and jurisdictions side by side
    • Customize and save searches and tailor grid views
    • Report via Excel, CSV, and schedule reports.
    • Connect CCH SureTax Investigator data into broader business systems through APIs, including ERP, eCommerce, or homegrown environments
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ERP, billing, and eCommerce integrations

CCH SureTax allows your organization to seamlessly transmit tax results via trusted and proven APIs to common ERP modules such as accounts receivable, accounts payable, eCommerce and Point-Of-Sales (POS) systems, plus PSA, billing and compliance solutions to optimize operational efficiencies. Customize connectivity to integration suites for NetSuite®, SAP®, Adobe Commerce, Microsoft Dynamics®, or Salesforce® Commerce Cloud, while benefiting from end-to-end automation that reduces risks and costs and brings valuable time savings.

  • Acumatica®
  • Adobe Commerce
  • Microsoft Dynamics®
  • Oracle NetSuite®
  • SAP®
  • Salesforce® Commerce Cloud
CCH SureTax Integrations - Acuamtica

CCH® SureTax® for Acumatica®

  • Accurate, real-time tax calculations built into Acumatica
    Tap into our industry-leading sales and use tax software solution and rest assured that your sales tax is accurate and complete. With the Acumatica integration, you’ll benefit from real-time, accurate sales and use tax calculations in thousands of U.S. jurisdictions.
  • Tailored for Construction business needs
    Designed to enhance Acumatica’s native capabilities, with specific support for both general sales and use tax and construction workflows, CCH SureTax's integration with Acumatica makes it easy to fit your operational requirements.
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CCH® SureTax® for Adobe Commerce

  • End-to-end automated tax across Commerce + ERP
    CCH SureTax connects Adobe Commerce with your ERP to automate the full tax lifecycle, from real-time checkout calculations to invoicing, reporting, and filing. This eliminates manual processes and ensures consistent tax treatment across your systems.
  • Highly accurate, real‑time tax determination
    The solution applies up-to-date rates, precise jurisdiction mapping, and advanced taxability rules at the transaction level, so customers see correct taxes instantly while finance teams get audit-ready, error-free data.
  • Scalable compliance for omnichannel growth
    By centralizing tax data across ecommerce, ERP, and other sales channels, CCH SureTax helps your organization manage multi-jurisdiction compliance, track nexus obligations, and scale into new markets without increasing risk or operational complexity. 
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CCH® SureTax® for Microsoft Dynamics® and CCH SureTax for Microsoft Dynamics 365 Universal Tax API, Finance & Operations

  • Simplify and automate your tax processes
    CCH SureTax connects directly with Microsoft Dynamics 365 to automate your end-to-end sales and use tax workflow — helping you reduce manual effort, improve accuracy, and gain better visibility into your tax obligation. For more detail, download the fact sheet.
  • Navigate legislation changes with confidence
    Always apply the latest tax rates and rules automatically, generate accurate filings, and access audit-ready reporting — so you can keep up with changing regulations and reduce risk across every jurisdiction you operate in.
  • Boost efficiency and scale with ease
    Eliminate the burden of managing tax updates internally while ensuring seamless data flow across your systems, supporting high transaction volumes and maximizing your overall Microsoft Dynamics ERP experience.
  • Always up-to-date and certified Microsoft Dynamics 365 integrations

    Microsoft Dynamics 365 integrations:

    • Dynamics 365 Business Central (AR, AP, and service modules)
    • Dynamics 365 Finance &and Supply Chain (AR, AP, Projects/Construction, and Commerce; Universal Tax API)
    • Dynamics 365 Customer Engagement Cloud (AR, AP, Project Operations, and Field Service)

    Microsoft validated:

    • Built and hosted on Microsoft Azure; 100% built with extensions
    • AppSource Certified
    • Available directly from Azure Marketplace
    • Open API platform so partners can customize to specific customer needs

    Transactions, quotes, and discounts:

    • Transactions: Maintain accurate, consistent, and transparent application of sales tax rates for all customer transactions. Mitigate risk of penalties and easily respond to and support audit inquiries
    • Quotes: Provide accurate price estimates (including applicable taxes) in real time; quickly and accurately respond to customer demand
    • Discounts: Stay competitive. Easily handle discounts and promotions within the platform
CCH SureTax Integrations - NetSuite

CCH® SureTax® for Oracle NetSuite® SuiteTax

  • End-to-end tax automation across your NetSuite workflows
    CCH SureTax automates tax calculations for all major workflow functions in the NetSuite Tax Suite, including sales quotes, orders, and invoices, as well as accounts receivable, accounts payable, and return orders. By adding CCH SureTax Returns, businesses also can reduce manual effort by automating return filing.
  • Scalable, integration-ready tax solution
    Built to work seamlessly with NetSuite’s modern SuiteTax framework, the integration supports complex, high-volume environments while delivering transparency, reporting, and flexibility as your business grows.
  • Simplified compliance with automated filing options
    Extend automation beyond calculation by adding CCH SureTax Returns to streamline filing and reporting — saving time, lowering operational costs, and keeping your business compliant as you scale.
CCH SureTax Integrations - SAP

CCH® SureTax® for SAP® and SAP S/4HANA Document and Reporting Compliance

  • Automate tax compliance directly within SAP
    CCH SureTax integrates seamlessly with SAP environments such as ECC, S/4HANA and S/4HANA Cloud to deliver real time, accurate sales and use tax calculations. This helps ensure every transaction is compliant without requiring your team to put in any manual effort. For more information, download the fact sheet. 
  • Unify global tax processes in a single solution
    With native integration into SAP Document and Reporting Compliance, multinational organizations can standardize and manage indirect tax reporting and filing on a global scale while improving efficiency and consistency across regions.
  • Simplify filings and stay audit ready
    Automatically generate and file accurate tax returns directly within SAP while maintaining clear audit trails and reporting. This improves transparency, reduces risk and supports stronger compliance outcomes.
  • Scale confidently with trusted tax expertise
    Benefit from expert-backed tax content and a powerful tax calculation solution that keeps pace with changing regulations across more than 100,000 jurisdictions, giving you confidence as your business grows.
CCH SureTax Integrations - salesforce

CCH® SureTax® for Salesforce® Commerce Cloud

  • Accurate, real-time tax calculations at checkout
    Automatically calculate sales tax in the shopping cart and on orders so customers always see the correct total, helping improve trust and reduce friction in the buying experience
  • Consistent tax handling across the full transaction lifecycle
    Seamlessly calculate, store, and finalize taxes across orders, invoices, and credit memos, ensuring accuracy from initial purchase through returns and refunds.
  • Simplify compliance with integrated tax automation
    Connect Salesforce Commerce Cloud to CCH SureTax, automating tax calculation, collection, and reporting, reducing your team's manual effort and helping ensure taxes are applied correctly across thousands of jurisdictions.

Reinforce your sales and use tax automation with professional services

Professional Services

Improve your indirect tax workflow and ensure you are achieving the highest possible levels of compliance with CCH® SureTax® Professional Services® which include system configuration, evaluations and tax-related process assessments, recommendations, SKU mapping, custom taxability research, and nexus study.

Managed Services

Shift your company’s labor-intensive sales and use tax filing burden to the experts from CCH® SureTax® Managed Services®. Outsource your tax returns preparation and filing to the industry’s most highly respected tax company. Let us be an extension of your corporate tax or accounting department.

Use Tax Optimization

Set the stage to save up to millions in use tax overpayments with our managed service offering, Use Tax Optimization. Our expert sales and use tax team will help you complete the picture of your use tax exposure and mitigate use tax non-compliance risk, thus enabling you to realize significant savings.

Frequently asked questions

From organizations like yours

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  • How is CCH SureTax implemented and how long does deployment take?

    CCH SureTax is designed for a flexible and scalable implementation that takes a solutions-based approach based on the business complexity and system landscape that your organization faces. 

    Typical implementation elements include: 

    • Cloud-based deployment (SaaS) to reduce infrastructure requirements
    • API-driven integration with ERP, billing, and eCommerce systems
    • Configuration of tax rules, product taxability, and jurisdiction mappings
    • Testing and validation using real transaction scenarios

    Implementation timelines vary depending on the solutions-based approach, which carefully assesses scope, next steps and timeline. Our team will work with you step-by-step to ensure that your organization benefits from accelerated yet carefully planned deployment, and the approach will minimize disruption while enabling faster time-to-value.

  • How does CCH SureTax ensure tax accuracy and audit readiness?

    CCH SureTax maintains the highest levels of tax accuracy through expert-backed, human-vetted content that is continuously updated. CCH SureTax also delivers detailed reporting tools, so that you can confidently provide data for audits when needed. 

    Key capabilities include:

    • Regular tax rate and rule updates aligned with regulatory changes
    • Granular transaction-level calculations for traceability and validation
    • Comprehensive audit trails documenting tax decisions and data inputs
    • Standard and customizable reports to support audits and compliance reviews

    These features helps businesses like yours maintain confidence in tax calculations, reduce audit risk, and streamline compliance processes.

Are you ready to take the next step?

See CCH SureTax in action via a live demo, or get in touch with us just to learn more.

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