The CorpSystem Sales Tax PLUS version offers comprehensive forms and instructions for all states and local jurisdictions. The system automatically prepopulates forms with necessary transactional data pulled from the accounting system, and generates appropriate GL transactions, but it does not offer built-in direct e-filing to taxing entities, though does support remittance through SST. However, users can choose to outsource the filing and remittance processes to CCH’s U.S.-based professional staff. Accountants using the PRO version also have full oversight into all reporting and filing functions for all of their clients using the system.
CorpSystem Sales Tax SaaS offers real-time tax reports and can be set to offer multi-user approval routines. Management reporting options including summary and detail reports on transactions going back up to seven years, including drill-down to totals, locations, products and line items.
Additional features found in the PRO version include a firm-brandable portal that gives access to each business client’s taxability tables, nexus management, executive reporting dashboards and management reporting.
The CORE tax engine component is web-based with all rates and rules updated and maintained by CCH.
Integration/Import/Export - 5 Stars
Direct integration into the sales and accounting system used by the business is the key benefit to entities using CorpSystem Sales Tax SaaS, because it enables them to have sales tax rates instantly applied as users or online customers enter transactional data. The system can be synced to all common business accounting, sales, e-commerce and ERP systems, including QuickBooks, Microsoft Dynamics GP, NetSuite, Sage ERP MAS 90/200 and Accpac, and Intuit. Reports and returns can be saved to formats including Microsoft Excel, Microsoft Word and PDF.
Help/Support - 4.75 Stars
As a web-based utility that interfaces with a business’ accounting system, all of the support features within the management consoles of CorpSystem Sales Tax SaaS and the PRO version are web-based. The program does not have a traditional help utility, but the extensive online support center includes FAQs, a sales tax calculator, webinars, sales tax resources, an interactive state sales tax map and other additional tools. Live and web-based support is included in pricing.
Executive Summary & Pricing
CCH’s CorpSystem Sales Tax SaaS offers integrated, real-time tax rates updated by CCH and feed directly into transactions and estimates. The additional return preparation and management resources in the PLUS version increases the value of the overall suite, and allows businesses and firms to automate all filing and remittance functions. The PRO version, with its single login and access to reporting, management and filing information for all client businesses, is a great resource for firms with multiple clients for whom they provide sales and use tax compliance services or consulting.
Pricing for the CORE tax engine is based on the volume of transactions, with 1,000 annual transactions costing about $700 per year. The addition of the PLUS forms preparation and due-date monitoring system starts at $1400 based on the number of returns and jurisdictions, and can be used as a stand-alone return preparation system, with the ability to import transactional data from accounting programs. The PRO version, with the other versions included, starts at $1,425 annually, plus initial setup, depending on transaction and filing volume.