`personalTax.request`

Ask a known verified member to review a voluntary request for personal tax details for holderId, ownerUserId, purpose t2_schedule_50 or t5_slip, exact corporate period and selected accountantUserIds. The active organization is bound by the server. Reuses an identical open request, creates the person's secure task, and records notification queue state; queued is not sent or delivered. The person chooses whether to save and share privately, or decline. Never provide a number, free-form message or URL; the server supplies the request wording and exact account link.

POST/api/v1/accounting/personalTax.request

Permissions

accounting:readaccounting:write

Who can call it

admin

Retries

Idempotency key required

MCP

accounting_personal_tax_request

Reaches outside Oatmilk

It emails people or calls another service.

Fields

holderIdstringRequired
Matches ^[a-z0-9][a-z0-9-]{7,39}$
ownerUserIdstringRequired
1–200 characters
purposeenumRequired
t2_schedule_50t5_slip
periodobjectRequired
The period to cover.
No other fields
accountantUserIdsarray of strings
A list of record IDs.
at most 20 items · each 1–200 characters · Default []
idempotencyKeystringRequired
Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.
8–200 characters

curl https://app.getoatmilk.com/api/v1/accounting/personalTax.request \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "holderId": "aaaaaaaa",
  "ownerUserId": "example",
  "purpose": "t2_schedule_50",
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  }
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/personalTax.request", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "holderId": "aaaaaaaa",
    "ownerUserId": "example",
    "purpose": "t2_schedule_50",
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    }
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/personalTax.request",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "holderId": "aaaaaaaa",
        "ownerUserId": "example",
        "purpose": "t2_schedule_50",
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

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.

Input

POST/api/v1/accounting/personalTax.request

curl https://app.getoatmilk.com/api/v1/accounting/personalTax.request \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "holderId": "aaaaaaaa",
  "ownerUserId": "example",
  "purpose": "t2_schedule_50",
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  }
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/personalTax.request", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "holderId": "aaaaaaaa",
    "ownerUserId": "example",
    "purpose": "t2_schedule_50",
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    }
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/personalTax.request",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "holderId": "aaaaaaaa",
        "ownerUserId": "example",
        "purpose": "t2_schedule_50",
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside period

Example

Try it