Requirements

Tax Balance requires the Portal application at least for authentication purposes. See section Portal application for more details.

The configuration will refer to <your-portal-url> with the URL that you host your Portal application on and <your-taxbalance-url> with the URL that you host the Tax Balance Server on.

Activate Tax Balance license

Open the Portal Web Application located at <your-portal-url>.

1. Select Administration → Activations from the main navigation
2. Enter Key that was provided by AMANA 
3. Click Add activation

Register Tax Balance as a module

Open the Portal Web Application located at <your-portal-url>.

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

Perform the following configuration instructions on the machine that hosts the Tax Balance Server.

Edit the appsettings.json file in the physical directory of the Tax Balance Server application:

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>"] 

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

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

Learn more

• Compatibility