CCH® SureTax® Exemption Certificate Management (ECM)

Manage the tax exemption certificate process.


Tax Exemption Certificate Management

Manage and maintain your tax exemption certificate library while automating the collection and seamless application of certificates. A centralized repository of all exemption certificates, the CCH® SureTax® ECM module provides certificate management and reporting for tax determination, maintenance and audit purposes.

The solution helps with compliance by tracking certificate expirations, customer info, and certification validation. Reporting capabilities by state, customer, transaction level allow for easy work with auditors.

CCH® SmartCharts – Customer Exemption

CCH® SmartCharts – Customer Exemption is a database with over 28 different tax types for all 50 states, including 20 categories of communications tax. Find the answers you need with a quick survey of more than 17,000 possible exemption scenarios contained in our tax matrix.

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CCH® SureTax® Modules

CCH® SureTax® Calc

Calculate the tax consequences of transactions in real-time using the maintenance-free tax calculation engine built for audit defense.

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CCH® SureTax® ECM

Manage and maintain your tax exemption certificate library while automating the collection and seamless application of certificates.

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CCH® SureTax® Integration

Send transactional and tax data to and from your ERP or commerce platform seamlessly.

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CCH® SureTax® Rates & Rules

Determine tax rates, rules, and jurisdictional boundaries using a Wolters Kluwer’s sales tax research data.

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CCH® SureTax® Returns

Meet sales tax compliance obligations efficiently and accurately according to your calendar.

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ERP and eCommerce Integrations

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