North America
Asia Pacific



SFRA Version


CCH® SureTax™

Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. 

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer N.V. (AEX:WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

Integration Overview

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.  CCH SureTax for Salesforce Commerce Cloud cartridge provides a quick integration for comprehensive, accurate real-time tax calculations. The cartridge can be configured in the Business Manager.  The solution helps to accurately bill and collect transaction taxes.  During checkout, shopping cart and customer information is 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.

Wolters Kluwer's approach to integrations is to focus on key ERP and technologies to ensure integrations are correct and reliable. All integrations are owned by Wolters Kluwer avoiding the need to rely on third parties for updates and maintenance. We have a seasoned team of integration experts with technology and sales tax expertise to insure your IT and business requirements are met.

Integration 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 customer 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.