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VAT Manager

for Perfex CRM

Prompt clients for their EU VAT ID on portal login. Real-time VIES validation, automatic reverse-charge handling, country-based tax logic and clean records — compliant VAT data without manual checks.

✓VIES validation • Reverse charge • EU VAT compliance

Used by EU-based agencies and SaaS teams serving business clients.

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VAT compliance without the paperwork

Stop chasing clients for VAT IDs and manually checking VIES. VAT Manager prompts clients at login, validates against the official EU VIES database and applies the correct tax rule automatically.

    DE VALIDATED VIA VIES · 2026-04-17 09:23 Save
  • CVMVAT Manager

    • EU VAT compliance inside Perfex: portal login prompt, real-time VIES validation, reverse-charge handling by country, audit log of all validations and automatic tax rate selection for invoices.

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      Top Feature
    • ✓VAT ID prompt on portal login
    • ✓Real-time VIES API validation
    • ✓EU VAT compliance automation
    • ✓Reverse-charge by client country
    • ✓Full validation audit log
    • ✓Automatic tax rate selection
    • ✓Clean client portal integration
    • ✓Multi-language error messages
    • ✓Version history with instant rollback

    Four ways to use VAT Manager

        Collect VAT IDs on login
      • Portal modal prompts once per client
      • Skip or defer with reminder later
      • Force entry for EU business accounts
      • Optional for non-EU clients
        Validate against VIES live
      • Real-time API call to EU VIES
      • Company name match check
      • Re-validate periodically for changes
      • Handle VIES downtime gracefully
        Automate reverse-charge rules
      • Detect EU cross-border B2B sales
      • Apply reverse-charge automatically
      • Country-specific tax rate selection
      • Flag domestic vs EU vs non-EU
        Keep a compliance audit trail
      • Every validation logged with date
      • VIES response stored per check
      • Export log for tax audits
      • Revalidation history per client

      "Our tax advisor was amazed. Every single client record had a valid VAT ID and a VIES timestamp. Audit season used to take weeks — now we just export the log."

      M
      Sabine KrausCFO, Helix Digital Agency

      Manual checks break. VAT Manager stays compliant.

          Default Perfex
        • --
          No VAT ID validation system
        • --No VIES API integration
        • --Manual reverse-charge setup
        • --No audit trail for checks
          VAT Manager
        • ✓Automatic VAT ID prompt
        • ✓Live VIES validation
        • ✓Reverse-charge automation
        • ✓Full compliance audit log
          Manual admin process
        • --Staff copy VAT IDs by hand
        • --Manual VIES lookups per client
        • --Errors discovered at tax time
        • --No historical validation record

        "Our tax advisor was amazed. Every single client record had a valid VAT ID and a VIES timestamp. Audit season used to take weeks — now we just export the log."

        M
        Sabine KrausCFO, Helix Digital Agency

        Compliance on autopilot. Clean data by default.

            Who is this module for?
          • EU agencies serving business clients
          • SaaS companies with EU B2B customers
          • Consultancies with cross-border work
          • Teams preparing for tax audits
            Why automated VAT matters
          • Zero manual data entry errors
          • Reverse-charge applied correctly
          • Audit-ready log for every client
          • Clients enter data at the right moment
            Built for EU compliance
          • Official VIES API integration
          • Country-level tax rule engine
          • Periodic revalidation support
          • Multi-language client prompts
          ⚡ Built with CPB ⚡ Built with CPB