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  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:

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

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