# 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:read`, `accounting:write` · Roles: admin · Idempotency key required · Reaches outside Oatmilk (email or a provider)

MCP tool: `accounting_personal_tax_request`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `holderId` | string | Yes | Matches ^[a-z0-9][a-z0-9-]{7,39}$. |
| `ownerUserId` | string | Yes | 1–200 characters. |
| `purpose` | enum | Yes | One of: `t2_schedule_50`, `t5_slip`. |
| `period` | object | Yes | The period to cover. No other fields. |
| `period.from` | string | Yes | The first date to include, as YYYY-MM-DD. |
| `period.to` | string | Yes | The last date to include, as YYYY-MM-DD. |
| `period.kind` | enum | Yes | Which kind of record or job this is. One of: `corporate`, `gst_hst`. |
| `accountantUserIds` | array of strings |  | A list of record IDs. at most 20 items; each 1–200 characters. Default `[]`. |
| `idempotencyKey` | string | Yes | 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. |

## Example request

```bash
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"
  }
}'
```

Reference page: https://app.getoatmilk.com/docs/api/personalTax.request