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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
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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

1.4.8

Adobe Commerce platform compatibility

Adobe Commerce (cloud): 2.4 (current), 2.3 (obsolete)

Adobe Commerce (on-prem): 2.4 (current), 2.1 (obsolete), 2.2 (obsolete), 2.3 (obsolete)

Type

Stable Build

Updated

21 February, 2024

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 Adobe Commerce 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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1.4.8:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    v1.4.8 - February 2024
    * Bug Fix for SureTax Customer Settings not saving
    * Minor UI bug fixes
    * Added 'About Page' in Admin site CCH SureTax section

1.4.7:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.4.7 - October 2023
    * Bug Fix for Filename issue

1.4.6:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    v1.4.6 - October 2023
    * Added support for Adobe commerce and Magento Community version 2.4.6-p3, 2.4.5-p5 and 2.4.4-p6
    * ClientTracking Field updated to match latest CCH SureTax Requirements

1.4.5:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    v1.4.5 - August 2023
    * Bug Fix: When Shipping Fee not returned the order placement fails
    * There are scenarios where expected array could be empty when checking for Shipping Fee. In such case order placement flow would not get affected.

1.4.4:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.4.4 - August 2023
    * Added support for Adobe commerce and Magento Community version 2.4.6-p2, 2.4.5-p4 and 2.4.4-p5
    * Big fix for Reorder and Edit order
    * Store admins are now able to reorder/edit order without any error.

1.4.3:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.4.3 - June 2023
    * Added support for Adobe commerce and Magento Community version 2.4.7-beta1, 2.4.6-p1, 2.4.5-p3 and 2.4.4-p4

1.4.2:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.4.2 - April 2023
    * Added a new package as an add on to CCH SureTax EE package to support Magento's B2B module's Purchase Order
    * Added an extension to our EE module to support Magento's B2B module's Purchase Order
    * Purchase Order can now be placed without any issues
    * If there is any error during tax calculation workflow Purchases orders will behaves same as Sales Order

1.4.1:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.4.1 - March 2023
    * Added support for Adobe commerce and Magento Community version 2.4.6, 2.4.5-p2 and 2.4.4-p3
    * Bug fixes
    * Removed Zend_Json and ZendHTTPClient and used magento framework classes

1.4.0:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.4.0 - February 2023
    * Fixed issues in relation to support for PHP 8.1

1.3.0:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.3.0 - December 2022
    * Added support for PHP 8.1

1.2.9:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.2.9 - October 2022
    * Added support for Adobe Commerce and Magento Community version 2.4.5-p1, 2.4.4-p2
    * Renamed Data Exchange to Data Mapping

1.2.8:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.2.8 - August 2022
    * Added support for Adobe Commerce and Magento Community version 2.4.5, 2.4.4-p1, 2.4.3-p3, 2.3.7-p4

1.2.7:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.2.7 - August 2022
    * Partial Support for Colorado Retail Delivery Fee - a shipping line item will always be sent to SureTax even if it is $0 except when it is Store Pickup.
    * Known issues with Retail Delivery Fee - since Magento does not provide a way to save the fees, Invoice and Credit Memo will show a 0.27 difference.

1.2.6:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.2.6 - May 2022
    * Added support for Adobe Commerce and Magento Community version 2.4.4
    * Minor bug fixes.

1.2.5:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.2.5 - April 2022
    * Added support for Adobe Commerce and Magento Community versions 2.4.3-p2, 2.3.7-p3
    * Bug fix for CCHSureAddress configuration at store/website level
    * Store admins are now able to set CCHSureAddress configuration at store/website level.

1.2.4:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.2 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.2.4 - Nov 2021
    * Added support for Magento 2.4.3-p1, 2.3.7-p2

1.2.3:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.2 2.3 2.4
  • Stability: Stable Build
  • Description:

    # v1.2.3 - Aug 2021
    * Added support for Magento 2.4.3, 2.4.2-p2, 2.3.7-p1
    * Added new CCHSureAddress Feature
    * Now store admins have the ability to choose how the address validation behaves by selecting between Original Address vs Verified address or Automatic Address Update.

1.2.1:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.2 2.3 2.4
  • Stability: Stable Build
  • Description:

    * Added support for Magento 2.4.2-p1 and Magento 2.3.7
    * Added support for Store Pickup.
    * Added Location ID feature in Magento which helps in location-based returns.
    * CCH SureTax Configuration can be done at store/website level

1.2.0:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.2 2.3 2.4
  • Stability: Stable Build
  • Description:

    * Added support for Magento 2.4.2 and Magento 2.4.1-p1 and 2.3.6-p1.
    * Added decimal places configuration for amounts returned in SureTax Response.

1.1.8:

  • Compatible with Adobe Commerce (cloud) : 2.3 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.2 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 Adobe Commerce (cloud) : 2.3
  • Compatible with Adobe Commerce (on-prem) : 2.2 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 Adobe Commerce (cloud) : 2.3
  • Compatible with Adobe Commerce (on-prem) : 2.2 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 Adobe Commerce (cloud) : 2.3
  • Compatible with Adobe Commerce (on-prem) : 2.2 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 Adobe Commerce (cloud) : 2.3
  • Compatible with Adobe Commerce (on-prem) : 2.2 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 Adobe Commerce (on-prem) : 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 Adobe Commerce (on-prem) : 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 Adobe Commerce (on-prem) : 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 Adobe Commerce (on-prem) : 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 Adobe Commerce (on-prem) : 2.1 2.2
  • Stability: Stable Build
  • Description:

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

1.0.0:

  • Compatible with Adobe Commerce (on-prem) : 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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The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.

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Reviews

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