CCH SureTax Developer Portal
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CCH SureTax Developer Portal
Help
This index provides an overview of all import templates available in the system. Each template includes a brief description and a link to its detailed specification.
Select a template below to view its detailed field definitions, example CSV, and usage instructions.
Designed to upload sales transactions for tax calculation using the forward calculation method, including detailed line item data.
View Template →Used to convey summary taxes from another tax engine; SureTax consumes these totals and spreads taxes for compliance reporting.
View Template →Import pre-aggregated transaction summaries rolled up by filing period, tax type, jurisdiction, and service group for compliance reporting.
View Template →Introduced as part of the Sodium Project, this template streamlines importing returns transaction data for sales tax reporting.
View Template →Upload telecommunications transaction batches using a three-record-type layout (Header, Detail, Trailer) for communications tax calculation.
View Template →Batch upload pre-aggregated communications tax summaries by service group, tax type, jurisdiction, and tax authority for compliance and reconciliation.
View Template →A user-friendly feature for importing customer information, including customer number, name, address, contact info, and validation options.
View Template →A powerful tool for efficiently uploading exemption details for customers, including reasons, codes, effective dates, and source fields.
View Template →Upload exemption certificate data including certificate details, SST classification, exemption rules, and tax-authority-level overrides.
View Template →Import exemption code definitions including geocode, tax type, authority type, formula, percent taxable, and effective dates.
View Template →Simplifies the import and management of tax rule information, including rule parameters, periods, and tax categories.
View Template →Import custom tax rate schedules including tiered rates, fee amounts, surcharge settings, and effective date ranges.
View Template →Import tax override rules to adjust taxability of specific products, customers, or providers at the geocode level.
View Template →Import descriptive overrides for specific tax types at the tax authority and geocode level within the system.
View Template →Simplifies importing pass-through override tax information, including override ID, geocode, product group/item, and more.
View Template →Import physical and logical location records including address, geocode, effective dates, and provider/customer associations.
View Template →Define and import tax nexus records specifying tax authority, geographic scope, effective dates, and sourcing overrides.
View Template →Facilitates effortless import of SKU information, including SKUID, transaction type, reasons, dates, codes, and product categorization.
View Template →Simplifies the import and management of sales tax holiday information, allowing users to define applicable periods and details.
View Template →Define and import relationships between your business and tax authorities, including filing info, license numbers, and contacts.
View Template →Each template includes a detailed field table showing the display name, field name, and field type. Fields with non-string types link to the corresponding enumeration reference. Example CSV files and formatting instructions are included in each template's detail page.