Reports and tax

personalTax.request.people

Find verified active company members who can supply personal tax details for a specific individual shareholder, plus active invited accountant choices. Select the known person and exact accountants explicitly. A shareholder email or an existing accepted owner binding must agree with the person's verified identity; names are never matched automatically. Never asks for a SIN.

GETPOST/api/v1/accounting/personalTax.request.people

Permissions

accounting:read

Who can call it

admin

Retries

Safe to retry: it only reads

MCP

accounting_personal_tax_request_people

Fields

  • holderIdstringRequired

    Matches ^[a-z0-9][a-z0-9-]{7,39}$

  • querystring

    Text to search for.

    at most 100 characters · Default ""

Example

curl -G https://app.getoatmilk.com/api/v1/accounting/personalTax.request.people \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  --data-urlencode 'holderId=aaaaaaaa'
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.

GET/api/v1/accounting/personalTax.request.people
curl -G https://app.getoatmilk.com/api/v1/accounting/personalTax.request.people \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  --data-urlencode 'holderId=aaaaaaaa'

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