CCH SureTax Developer Portal
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CCH SureTax Developer Portal
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Explore the complete suite of SureTax APIs organized by functional category. Each API card links to its full Developer Guide with quickstart instructions, API reference documentation, and use case examples.
Core tax calculation engines spanning realtime and batch modes. Realtime APIs process transactions via REST and return detailed tax breakdowns by jurisdiction. The Batch Upload API processes the same calculations asynchronously for high-volume CSV file imports.
Primary multi-industry calculation engine. Supports full transaction lifecycle — quote, in-progress, finalize, cancel — with 5 operations.
Developer Guide →Telecom tax calculation for wireline, wireless, VoIP, broadband, and bundled services with telecom-specific situs rules.
Developer Guide →Energy and utilities tax calculation for electricity, natural gas, renewable energy with industry-specific regulatory surcharges.
Developer Guide →Retail and general merchandise sales tax calculation for physical goods, digital products, and services using jurisdiction-specific rates.
Developer Guide →High-volume async tax calculation via CSV batch files. Supports forward calculation and gross-up import layouts with 3 operations.
Developer Guide →The bookends of the tax lifecycle — pre-transaction research and post-transaction compliance. The Investigator API provides advanced tax matrix queries, rate lookups, and taxability analysis, while the Returns API manages the full tax return filing and e-filing workflow.
Tax matrix search, rate lookups, taxability analysis, PGPI/SKU mappings, saved searches, and rate change monitoring with 33 operations.
Developer Guide →Tax return form management, e-filing, submission tracking, tax items, and compliance reporting with 22 operations.
Developer Guide →Foundation APIs for setting up and maintaining the SureTax platform — organizational structure, legal entities, user management, transaction data, customer and exemption management, product mappings, tax authority configuration, nexus tracking, and rules engine.
Legal entity and user account management — the organizational backbone. Supports role-based access controls with 6 operations.
Developer Guide →Comprehensive CRUD for transactions, customers, exemptions, products, locations, tax authorities, rules engine, nexus, and more — 130+ operations.
Developer Guide →Validates and standardizes addresses against the USPS database. Returns formatted USPS-standard addresses with ZIP+4 codes, county names, geocodes, and delivery point data.
| API | Category | Operations | Authentication | Protocol |
|---|---|---|---|---|
| All Industries API | Tax Calculation | 5 | Client ID / Validation Key | REST |
| Communications API | Tax Calculation | 3 | Client ID / Validation Key | REST |
| Energy API | Tax Calculation | 4 | Client ID / Validation Key | REST |
| General Merchandise API | Tax Calculation | 4 | Client ID / Validation Key | REST |
| Batch Upload API | Tax Calculation | 3 | OAuth 2.0 | REST |
| Investigator API | Tax Research & Compliance | 33 | OAuth 2.0 | REST |
| Returns API | Tax Research & Compliance | 22 | OAuth 2.0 | REST |
| Config API | Platform Administration | 6 | OAuth 2.0 | REST |
| Data API | Platform Administration | 130+ | OAuth 2.0 | REST |
| SureAddress API | Address Services | 2 | Client ID / Validation Key | REST / SOAP |