Tutorial: Microsoft Entra integration with Corptax

Article
10/23/2023

In this tutorial, you learn how to integrate Corptax with Microsoft Entra ID. Integrating Corptax with Microsoft Entra ID provides you with the following benefits:

You can control in Microsoft Entra ID who has access to Corptax.
You can enable your users to be automatically signed-in to Corptax (Single Sign-On) with their Microsoft Entra accounts.
You can manage your accounts in one central location.

If you want to know more details about SaaS app integration with Microsoft Entra ID, see What is application access and single sign-on with Microsoft Entra ID. If you don't have an Azure subscription, create a free account before you begin.

Prerequisites

To configure Microsoft Entra integration with Corptax, you need the following items:

A Microsoft Entra subscription. If you don't have a Microsoft Entra environment, you can get a free account
Corptax single sign-on enabled subscription

Scenario description

In this tutorial, you configure and test Microsoft Entra single sign-on in a test environment.

Corptax supports SP initiated SSO

Adding Corptax from the gallery

To configure the integration of Corptax into Microsoft Entra ID, you need to add Corptax from the gallery to your list of managed SaaS apps.

To add Corptax from the gallery, perform the following steps:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications > New application.
In the Add from the gallery section, type Corptax in the search box.
Select Corptax from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Microsoft Entra single sign-on

In this section, you configure and test Microsoft Entra single sign-on with Corptax based on a test user called Britta Simon. For single sign-on to work, a link relationship between a Microsoft Entra user and the related user in Corptax needs to be established.

To configure and test Microsoft Entra single sign-on with Corptax, you need to complete the following building blocks:

Configure Microsoft Entra Single Sign-On - to enable your users to use this feature.
Configure Corptax Single Sign-On - to configure the Single Sign-On settings on application side.
Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with Britta Simon.
Assign the Microsoft Entra test user - to enable Britta Simon to use Microsoft Entra single sign-on.
Create Corptax test user - to have a counterpart of Britta Simon in Corptax that is linked to the Microsoft Entra representation of user.
Test single sign-on - to verify whether the configuration works.

Configure Microsoft Entra single sign-on

In this section, you enable Microsoft Entra single sign-on.

To configure Microsoft Entra single sign-on with Corptax, perform the following steps:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications > Corptax application integration page, select Single sign-on.
On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.
On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.
On the Basic SAML Configuration section, perform the following steps:

In the Sign-on URL text box, type a URL: https://asp.corptax.com
On the Set up Single Sign-On with SAML page, In the SAML Signing Certificate section, click Download to download Federation Metadata XML and save it on your computer.

Configure Corptax Single Sign-On

To configure single sign-on on Corptax side, you need to send the downloaded Federation Metadata XML to Corptax support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create a Microsoft Entra test user

The objective of this section is to create a test user called Britta Simon.

Sign in to the Microsoft Entra admin center as at least a User Administrator.
Browse to Identity > Users > All users.
Select New user > Create new user, at the top of the screen.
In the User properties, follow these steps:
1. In the Display name field, enter B.Simon.
2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
3. Select the Show password check box, and then write down the value that's displayed in the Password box.
4. Select Review + create.
Select Create.

Assign the Microsoft Entra test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to Corptax.

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications > Corptax.
In the applications list, type and select Corptax.
In the menu on the left, select Users and groups.
Click the Add user button, then select Users and groups in the Add Assignment dialog.
In the Users and groups dialog select Britta Simon in the Users list, then click the Select button at the bottom of the screen.
If you are expecting any role value in the SAML assertion then in the Select Role dialog select the appropriate role for the user from the list, then click the Select button at the bottom of the screen.
In the Add Assignment dialog, click the Assign button.

Create Corptax test user

In this section, you create a user called Britta Simon in Corptax. Work with Corptax support team to add the users in the Corptax platform. Users must be created and activated before you use single sign-on.

Test single sign-on

In this section, you test your Microsoft Entra single sign-on configuration using the Access Panel. When you click the Corptax tile in the Access Panel, you should be redirected to the below Corptax page-

In Environment text box, type your appropriate environment, you should be automatically signed in to the Corptax for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.