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  1. Set "Authentication" > "OAuth" > "AuthorizationEndpoint" to <your-portal-url>/login

  2. Set "Authentication" > "OAuth" > "ClientId" to the Client ID from the previous registration process

  3. Set "Authentication" > "OAuth" > "ClientSecret" to the Secret from the previous registration process

  4. Set "Authentication" > "OAuth" > "TokenEndpoint" to <your-portal-url>/portal/api/auth/token

  5. Set "Authentication" > "JwtBearer" > "Authority" to <your-portal-url>

  6. Set "Authentication" > "JwtBearer" > "ClaimsIssuer" to <your-portal-url>

  7. Set "ConnectionsStrings" > "SmartTaxBalanceDatabase" to a valid connection string
    e.g. Server=<your-database-server>;Database=taxbalance;Trusted_Connection=True;TrustServerCertificate=True;Encrypt=True
    Trusted_Connection, TrustServerCertificate and Encrypt must meet the requirements of the SQL Server. Be aware that setting Trusted_Connection  to True will enforce Integrated Security to True. Therefore, it is not possible to use User Id and Password in this case. See SQL Server Database for more details.

  8. Set "CORS" > "Origins" to ["<your-portal-url>", "<your-taxbalance-url>"] 

  9. Starting with Version 23.0.148:
    Set "GlobalTaxCenterSuite" > "ApiKeys" > “TaxDataHub” to a valid API Key provided by Tax Data Hub

Info

Retrieve the API key from the Tax Data Hub log files. Tax Data Hub will generate an API key on first start and will output it only once. See Communication with other GTC Suite modules for further information.

  1. Starting with Version 24.1.28:
    In "ResponseHeaders" > "Everywhere" > "Headers" there is an entry "connect-src ‘self’ https://localhost:8443;". Replace the url with <your-portal-url> without the /portal url segment (The default is https://localhost:8443 for the portal url https://localhost:8443/portal).

Edit the wwwroot\assets\config\config.json file in the physical directory of the Tax Balance Server application:

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