This guide covers everything you need to install, configure, and use the VAT Rates module in your Perfex CRM.
Alternative (FTP/SSH): Extract the ZIP and upload the vat_rates folder to modules/ in your Perfex CRM installation directory. Then activate via Setup → Modules.
A green checkmark confirms your license is valid. If you see an error, double-check the key and make sure your server can reach vollstart.com (outgoing HTTPS on port 443).
After activation, configure which tax regions to sync:
| Setting | Default | Description |
|---|---|---|
| Enable EU VAT Sync | On | Sync standard and reduced VAT rates for all EU member states plus Switzerland, UK, and Norway. |
| Enable US Sales Tax Sync | Off | Sync state-level sales tax rates for all 50 US states, DC, Puerto Rico, Guam, and US Virgin Islands. |
| Include 0% Tax States | Off | Include US states with 0% sales tax (e.g., Oregon, Montana, Delaware). Useful if you need all states listed. |
Click Save after making changes.
The module fetches EU VAT rates from the official euvatrates.com API.
All 27 EU member states: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden.
Plus: Switzerland, United Kingdom, and Norway.
Existing tax entries with matching names are updated, not duplicated.
US state-level sales tax data is sourced from the Tax Foundation.
Important: These are state-level rates only. Local taxes (city, county) vary by jurisdiction and are not included. Check with your tax advisor for combined rates.
Five US states have no state sales tax: Alaska, Delaware, Montana, New Hampshire, and Oregon. Enable Include 0% Tax States if you want these listed in your tax table.
Set up automatic sync so your tax rates stay up-to-date without manual action.
The module uses Perfex CRM’s built-in cron system. Make sure your Perfex cron job is set up correctly:
*/5 * * * * wget -q -O /dev/null https://your-domain.com/crm/cron/runThe next scheduled sync date is shown in the module interface.
You can also import tax rates from a CSV file — useful for custom rates or regions not covered by the API sync.
name,ratename,rate
"My Custom Tax",19.00
"Special Rate",7.00Existing tax entries with the same name will be updated. New names create new tax entries.
Make sure your server allows outgoing HTTPS connections (port 443). The EU sync contacts euvatrates.com. Also verify your license is active.
The module matches by name. If you manually renamed a tax entry (e.g., changed “Germany” to “DE – Germany”), the sync will create a new “Germany” entry. Use the standard naming convention to avoid duplicates.
Verify your Perfex CRM cron is set up correctly. Check Setup → Settings → Cron Job — the “Last Cron Run” should be recent (within the last 5 minutes). If not, check your server’s crontab.
The module only provides state-level rates. Local rates vary by jurisdiction (city, county, special district). Consult your tax advisor or use a service like TaxJar for combined rates.
Currently the module syncs all EU countries at once. You can remove unwanted entries afterwards in Setup → Finance → Tax Rates.
In Perfex CRM’s standard tax table. You can view and edit them under Setup → Finance → Tax Rates.
A valid license is required for syncing. Without a license, you can still use the CSV import feature.
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