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Requirements

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  1. Select Administration Modules from the main navigation and click Create
  2. Select Module name Tax Balance
  3. Set Root URL to <your-taxbalance-url>
  4. Set Login URL to <your-taxbalance-url>
  5. Set Api URL to <your-taxbalance-url>/api
  6. Select Id token JWS algorithm RS265
  7. Click Save and remember the Client ID and Secret for later configuration steps

Tax Balance configuration

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  1. Set "backendUrl" to <your-taxbalance-url>/api
  2. Set "hubsUrl" to <your-taxbalance-url>/hubs
  3. Set "openIdIssuer" to <your-portal-url>
  4. Set "openIdClientId" to the Client ID from the previous registration process
  5. Set "openIdDummyClientSecret" to the Secret from the previous registration process

XBRL taxonomy functionality

Tax Balance heavily relies on the so called XBRL taxonomies provided by "XBRL Deutschland e.V.".

If the application server blocks connections to remote ressources, e.g. https:\\de.xbrl.org  please perform the following steps:

  • XBRL cache folder is configured in appsettings.json (located in the application directory) by setting the XbrlFileCachePath property. The default setting is C:\temp\ 
  • Extract this ZIP archive to the preceding location
  • You may want to change the location of the cache folder
  • Ensure that the IIS AppPool user has permission to read and  write that specfic folder.

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