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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.

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

Note

Starting with version 23.0.188 the following configuration steps are not necessary anymore.

  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

  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).

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 Please perform the following steps to properly configure the required XBRL cache:

  • 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 Download and extract this ZIP archive to the preceding location. Make sure that the target folder is empty before extraction.

  • You may want to change the location of the cache folder

Warning

Ensure that the IIS AppPool user, e.g. "IIS AppPool\<name of application pool>" has permission to read and write to the above mentioned xbrl XBRL file cache path.

Warning

Tax Balance Server must be restarted each time a change to the XBRL file cache has been made.

Learn more