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CCH® SureTax® (EE)

This is an Integration with a Third Party Service. Other charges and fees may be required to use this extension on your Store
TOTAL:
$0.00

Overview

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Please Note: this is the EE version of our extension. For CE, please click here.

CCH® SureTax®, a cloud-based solution, combines industry-leading tax rates and taxability content with precise jurisdiction information, supporting the most complex sourcing and tax calculation rules found in sales tax. 

The CCH SureTax for Magento 1 and 2 extensions provide a quick integration for comprehensive, accurate real-time tax calculations. The extensions can be configured in the Business Manager.  The solution helps to accurately bill and collect transaction taxes.  During checkout, shopping cart and customer information are sent via the CCH SureTax API web service. Tax information is sent back by the CCH SureTax API and applied to line items in the cart. 

 

Account & Pricing

The extension is free, but a separate CCH® SureTax® account subscription is required. Our subscription price plans are designed to meet the dynamics of your changing business needs. Our pricing model is a tiered annual subscription based upon the number of line items calculated with industry-vertical schedules for retail. For more information on our pricing or to sign up for an account, please visit http://www.salestax.com/

 

Features:

  • Shopping Cart Integration - extremely simple to integrate into homegrown or off the shelf shopping carts.
  • Quote to Cash - enhance the customer experience by allowing them to see the final price with the correct taxes applied as they shop. If the transaction is completed, the tax transaction will be stored in our online database for reports or compliance filings.
  • Pinpoint the Exact Location -  with the addition of our CCH® SureAddress™ module, convert partial or misspelled addresses or zip codes to the corrected address; includes the zip+4 and corresponding geocode to ensure you are taxing based on the right jurisdiction.
  • Manage Tax Exemption - directly manage tax exemption configuration for Customers and Customer groups within Business Manager.
  • Batch - batch finalize transactions and batch cancel transactions.
  • Configurations - multiple site support and custom configurations.
  • Industry-leading Sales Tax Rates & Taxability Coverage - SOC certified and relied upon by the IRS for 13 years running.
  • Support for Specialized Industry Verticals - supports general sales tax across multiple industries, including retail and merchandising.
  • End to End Solution - from rates & taxability updates to precise calculations, to monthly remittance, to business and ad hoc reporting.
  • Experience and Transparency - a U.S.-based Support team, supporting our own integrations and solutions.  A Professional and Client Services team with 20+ years of sales tax implementation experience.

Technical Specifications

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Seller profile

Wolters Kluwer

Seller contact

E-mail

Integrator

CCH® SureTax®

Current Version

1.1.8

Magento platform compatibility

Commerce on prem (EE): 2.1, 2.2, 2.3, 2.4

Commerce on Cloud (ECE): 2.3, 2.4

Type

Stable Build

Updated

13 August, 2020

Categories

Extensions, Accounting & Finance, Taxes

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Magento that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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1.1.8:

  • Compatible with Commerce on prem (EE) : 2.2 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    Added support for Magento 2.3.5-p2 and Magento 2.4.0

1.1.7:

  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    -Added support for Magento 2.3.5-p1/2.3.4-p2
    -Fixed issue for international address causing error during order placement

1.1.6:

  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    -Added support for Magento 2.3.5
    -Fixed address validation during checkout for incompatible code introduced in Magento 2.3.5 (this new update is backwards compatible).
    -Fixed tax not displaying for Estimated address during Checkout process.
    -Fixed stale error message that could show up during Order Placement.
    -Added feature for Data Exchange settings and calculation.
    -Disabling Address Validation at store level setting will disable 'Validate Address' button in Customer Address form.
    -If any calculation error with Multi-shipping order, then the whole multi-shipping order will not be placed (if do not place order configuration set for calculation).
    -WK TransId will now save correctly for multi-shipping orders

1.1.5:

  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    - Added support for latest Magento 2.3.4
    - Default data will be automatically configured for new installations of this extension and added/updated tooltips for CCH SureTax settings.
    - CCH SureTax configuration added for new customer screen on Magento Admin.
    - Removed minimum score configuration for SureAddress.
    - Various performance improvements including optimizations for reducing number of duplicate calls to CCH SureTax calculation service.
    - Removed CSV/Excel export from CCH SureTax invoices and credit memos forms

1.1.4:

  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    Added Support for Magento 2.3.3/2.3.2-pt1/2.2.10 and Magento 2.3 ECE including minor updates and fixes.
    Added Customer ID Option, to allow selection of the Customer ID (Magento customer ID or wolterskluwer_customer_id column from customer_entity table) to use for CCH SureTax calculation requests
    ‘Shipping’ will be sent as the CCH SureTax TransTypeCode for freight line item when SKU Option is set to ‘SKU’

1.1.2:

  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Support for Magento 2.3 EE (Commerce). Minor updates and added configuration to use Sources as Ship-From, tax calculation support for Sources (if using Magento 2.3).

1.1.0:

  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    Added new features: ability to view CCH SureTax TransId for orders with Orders Grid, Fee support with FPT. Updates to error handling during post, discounts settings support and handling.

1.0.4:

  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    Fixes for exempt line item edge case and tax details for discounts.
    Update for sending Customer Number.

1.0.3:

  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    Amazon Sales Channel integration, UI fix for Batch invoice/credit memo pages, and AV fix.

1.0.1:

  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    v1.0.1: Fixed Credit Memo page issue and minor updates.

1.0.0:

  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    Initial release of CCH SureTax extension for Magento 2 Commerce (Enterprise Edition) with Address Validation with CCH SureAddress.

Support

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Q & A

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Reviews

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