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Tax Balance stores relational in a Microsoft SQL Server Database.

SQL Server Database

Tax Balance works with a wide range of versions and editions of SQL Server, from a local SQL Server Express instance, all the way to an Enterprise Edition SQL Server Failover Cluster or SQL Server AlwaysOn Availability Group, or even one of the hosted database-as-a-service offerings.

The following versions of SQL Server Database are supported:

Tax Balance

Minimum SQL Server version

Azure SQL

2022.0.0 → latest

SQL Server 2016+

Supported

Supported editions:

  • Express (free)

  • Web

  • Datacenter

  • Standard

  • Enterprise

  • Microsoft Azure SQL Database

  • AWS RDS SQL Database

Create your own database

  1. The default schema must be dbo.

  2. The database must use a case-insensitive collation (a collation with a name containing "_CI_").

  3. If you are using Integrated Authentication to connect to your database:
    The account the Tax Balance windows server process runs under must be a member of the db_owner role for that database.

  4. If you are using SQL Authentication to connect to your database, the SQL user account defined in your connection string must be a member of the db_owner role for that database.

  5. Configure database connection by providing a proper connection string. Use appSettings.json file or an enviroment variable ConnectionString__SmartTaxBalanceDatabase 


Powershell

$Env:ConnectionString__SmartTaxBalanceDatabase = "<enter connection string here>"
cmd
setx ConnectionString__SmartTaxBalanceDatabase "<enter connection string here>" /M

If it is not possible to provide a database connection with an db_owner role, please have a look at the manual database upgrade option.


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