CCH SureTax for Dynamics 365 Business Central (On-Premise and Cloud)

CCH SureTax for Dynamics 365 Business Central is a plug-in that helps you accurately calculate sales tax. CCH SureAddress integration validates your addresses so that tax can be calculated more accurately.

User Guide (Latest)

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User Guide for Business Central 14.x

View BC 14.x User Guide

Release Notes

05/29/2025 - v26.1

  • Support for Business Central 26.1.

05/01/2025 - v26 Major Release

  • Support for Business Central 26.0.
  • Added the ability to update line items with the header settings.

03/27/2025 - v25.5

  • Support for Business Central 25.5.

02/27/2025 - v25.4

  • Support for Business Central 25.4.
  • SureTax settings can now be applied to multiple line items simultaneously through selection.
  • One company can now support multiple Legal Entities.
  • Added the option to choose between 'Sell to Customer' or 'Bill to Customer' for exemption code types.
  • Resolved the issue affecting tax recalculation compatibility with a 3rd party app (D-Ship).

01/28/2025 - v25.3

  • Support for Business Central 25.3.
  • When adding credentials the Data API URL can be added with or without a slash (/) at the end.

12/20/2024 - v25.2

  • Support for Business Central 25.2.
  • Added the ability to disable SureTax settings on the line level for a sales order.

11/18/2024 - v25.1

  • Support for Business Central 25.1.

10/22/2024 - v25.0

  • Support for Business Central 25.0.
  • Added Address Validation Batch feature for ship-to, order address, and remit addresses.

09/19/2024 - v24.5

  • Support for Business Central 24.5.
  • Added the ability to import all exemptions details using Microsoft Excel.
  • Updated the system to handle corrected address after getting an error message from SureTax due to special characters.

08/29/2024 - v24.4

  • Support for Business Central 24.4.
  • Improved the transaction sync functionality which focuses on addressing unposted BC transactions that were posted in SureTax.
  • Resolved an error when special characters were used in the address field.

07/23/2024 - v24.3

  • Support for Business Central 24.3.

07/01/2024 - v24.2

  • Support for Business Central 24.2.

05/29/2024 - v24.1

  • Support for Business Central 24.1.

04/18/2024 - v24.0 Major Release

  • Support for Business Central 24.0.
  • Extended the CCH Exemption Response Message field name to 100 characters to provide more detailed messages.
  • Creating a new sales invoice from the customer card resulted in an error. This has been fixed and sales invoices can be created from the customer card without errors.
  • Previously, the purchase order return order (credit memo) was mistakenly using the vendors ship to address instead of the company’s address.

03/19/2024 - v23.5 Release

  • Support for Business Central 23.5.
  • Updated the HTTP header with the standard ERP information.

02/07/2024 - v23.4 Release

  • Support for Business Central 23.4
  • Updated the HTTP header with the standard ERP information.

01/18/2024 - v23.3 Release

  • Support for Business Central 23.3

12/19/2023 - v23.2 Release

  • Support for Business Central 23.2
  • Previously when adding a new vendor from SureAddress with address validation enabled, it was resulting in an error message.
  • Reduced the number of tax calls that are made to SureTax from Business Central, by checking the logs to see if the transaction was sent before resending it.
  • Enabling the preview posting mode for warehouse shipments was causing an error message.

11/21/2023 - v23.1 Release

  • Support for Business Central v23.1
  • Standardized the ERP information on the Client Tracking field on the API.

10/19/2023 - v23.0 Release

  • Support for Business Central v23.0

09/27/2023 - v22.5 Release

  • Support for Business Central v22.5
  • When Auto Tax calculation is turned on for a purchase order and multiple items are added, an error is shown because the Tax Calculation is triggered before the item details are populated.
  • When the sales tax result button is selected before the statistics button, it was displaying an error.
  • The tax amount was duplicating when calculating foreign currency amounts.

08/21/2023 - v22.4 Release

  • Support for Business Central v22.4
  • The Divide by Zero Error that occurs when a unit price is populated on the sales order has been corrected.

07/14/2023 - v22.3 Release

  • Support for Business Central 22.3

06/15/2023 - v22.2 Release

  • Support for Business Central 22.2
  • When a new vendor was added without a value in the "Apply Use Tax Adjustment" field, it was treated as "No," even though the default setting (found in the CCH Purchase Setting) was set as "Yes."

04/26/2023 - v22.0 Major Release

  • Support for Business Central 22.0

03/22/2023 - v21.5

  • Support for Business Central 21.5

02/20/2023 - v21.4

  • Support for Business Central 21.4
  • Added missing Canadian Territories to the Tax Area. The data needs to be imported again to see the new territories (tax area codes) added.
  • Fixed a bug related to Order Approval and Order placement address for both header and line levels. Removed the code which was overwriting addresses to Blank after it was populated by the event subscription.

01/25/2023 - v21.3

  • Support for Business Central 21.3
  • Previously, the fields Orderplacement and OrderApproval displayed on the sales order were not being sent to SureTax. Added the ability to send the Orderplacement and OrderApproval fields to SureTax as blanks or as customized using extensions.

12/19/2022 - v21.2

  • Support for Business Central 21.2

11/16/2022 - v21.1

  • Support for Business Central 21.1

10/27/2022 - v21 Major Release

  • Support for Business Central 21.0
  • Added support for P2P situs rule (07) by adding primary and secondary zip code to SureTax line settings.

9/30/2022 - v20.5

  • Support for Business Central 20.5
  • The error caused when posting an invoice with a tax of $0 has been fixed.
  • When using "Get posted document lines..." on a purchase or service document it used to cause an error if the sales module wasn't installed.
  • When releasing a document with a comment line highlighted it used to cause an error.

8/17/2022 - v20.4

  • Support for Business Central 20.4
  • Added regulatory code and situs rule to all line types (item, resource, GL account, item charge, fixed asset) and added regulatory code to customer.
  • When the automatic calculation was enabled, an error would occur when the customer name was the first field entered on a sales document.
  • Added the generic tax calculation API to facilitate integration of SureTax tax calculation with custom pages.

7/28/2022 - v20.3

  • Support for Business Central 20.3
  • Validating a Canadian address that is correct will no longer return an error message.

6/15/2022 - v20.2

  • Support for Business Central 20.2

5/20/2022 - v20.1

  • Support for Business Central 20.1
  • Added support for the team member license type.
  • When validating credentials for SureAddress, the error message has been removed for credentials that are entered correctly.

4/13/2022 - v20.0

  • Support for Business Central 20.0

3/17/2022 - v19.5

  • Support for Business Central 19.5
  • When the purchase module is disabled, Location ID can now be changed on the purchase documents.
  • The tax area code now displays correctly for purchase lines that are created from a receipt or return shipment.

2/24/2022 - v19.4

  • Support for Business Central 19.4
  • Added feature where ship-to address is pulled from a posted shipment/receipt if an invoice/credit memo line points to one.
  • The tax is now displaying properly on the posted sales invoice reports.

2/2/2022 - v19.3

  • Support for Business Central 19.3
  • Redesigned the address validation page to be more user friendly.
  • Added SureTax fields to customer, vendor, and item template pages.
  • When there was a newline character in an address field it would cause an error during tax calculation.
  • Made SureTax line settings pages inaccessible when the corresponding plug-in module is not enabled.

v19.2

  • Support for Business Central 19.2

v19.1

  • Support for Business Central 19.1
  • Added feature for applying use tax adjustments when vendor sales tax is adjusted to less than what SureTax calculates.

v19.0

  • Support for Business Central 19.0
  • The tax amount was displaying incorrectly after updating the prepayment % on a sales order.

v18.5

  • Support for Business Central 18.5
  • Modified the format for tax jurisdictions created during tax calculation. New format is tax authority ID + last 4 digits from tax type code. This new format ensures all taxes are given a unique tax jurisdiction ID.
  • When the system was using a non-US date format an error would occur if the tax was calculated.

v18.4

  • Support for Business Central 18.4
  • Added SureTax customer exemption page for managing SureTax exemptions through BC.

v18.3

  • Support for Business Central 18.3
  • Added data exchange functionality for all plug-in modules.
  • Renamed address validation pages from "CCH" to "SureAddress".
  • Added address validation to the job page and job list.
  • Tax amount was displaying incorrect on printed service quotes/orders that had multiple line items.

v18.2

  • Support for Business Central 18.2
  • Support for tax adjustment functionality.

v18.1

  • Support for Business Central 18.1
  • Purchase credit memos could now be corrected through the transition synchronization utility.

v18.0

  • Support for Business Central 18.0

v17.5

  • Support for Business Central 17.5
  • When purchase return orders were created with "Get Posted Document Lines;" the function was not using the original invoice date for "data date."
  • Removed the SureTax About page as this information is redundant and more limited than what is already available on the native Extensions page.
  • Removed the display of tax information for exempt orders for proforma printed invoices.
  • Removed minimum score threshold field from the CCH Address Validation Setup page as the new address engine returns only a 0 or 1.

v17.4

  • Support for Business Central 17.4
  • When adding lines to a sales return order, the return from address used to get overwritten.

v17.3

  • Support for Business Central 17.3
  • Added "SureTax Transaction Synchronization" utility.
  • Changed selection logic for location code field for sales documents. Instead of sending header ship-to code, the line location ID is sent. If line location ID is blank, header location ID is sent.
  • Hid the validation key when viewing JSON through the SureTax Sales Tax Results page.
  • Outstanding amount is now properly setting.
  • When using the same number series on posted and unposted service invoices, the invoices did not finalize if the numbers were not changed during posting.

v17.2

  • Support for Business Central 17.2
  • Updated code to send the correct date in the line level transaction date field for return transactions.

v17.1

  • Support for Business Central 17.1
  • Added option to SureTax Sales Setup page to calculate tax before printing even when automation calculation is disabled.
  • Added support for international addresses.
  • Modified tax included code functionality to no longer use the BC line discount fields.

v16.3

  • Copy Feature - BC Sales and Purchase Documents
    • When the BC option for 'Recalculate Lines' when copying a document is set to Yes, you can choose to trigger a recalculation of SureTax line settings.
    • Go to: SureTax Company Setup ~ General Tab ~ ‘Recalculate SureTax Settings on Copy’ and set to Yes. When copying documents in BC with the ‘Recalculate Lines’ option selected on the copy document dialog, SureTax line settings will be initialized based on the new order settings.

v16.1

  • Support for Business Central 16.1

v16.0

  • Support for Business Central 16.0

v15.0

  • Support for Business Central 15.0.

v14.1

  • Converted the NAV 2018 plug-in to extensions and BC 14.1.