Reports and tax

company.shareholders.export

Download the shareholder register as a spreadsheet with full tax numbers, to file Schedule 50 or T5 slips, with a reason. Only an administrator in the dashboard can; the download is audited with the reason and the number of shareholders, never the numbers. Not available to API keys or MCP clients.

POST/api/v1/accounting/company.shareholders.export

Permissions

accounting:readaccounting:writeaccounting:admin

Who can call it

admin

Retries

No idempotency key

MCP

Not offered over MCP: The shareholder register with full SINs and business numbers.

Fields

  • reasonstringRequired

    A short note saying why, kept in the record's history.

    5–500 characters

Example

curl https://app.getoatmilk.com/api/v1/accounting/company.shareholders.export \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "reason": "Synthetic example from the docs"
}'
Response
{
  "data": { … }
}

Try it

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

POST/api/v1/accounting/company.shareholders.export
curl https://app.getoatmilk.com/api/v1/accounting/company.shareholders.export \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "reason": "Synthetic example from the docs"
}'

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