# personalTax.shareholder.request

Ask an explicitly selected verified company administrator to set up your individual shareholder record for a shareholder tax purpose. Requires current reviewed register and association fingerprints. Fixed server text creates a tracked task and truthful notification state. Only the actual verified-email matching register person completes setup; generic Done cannot. Notifies the chosen administrator and sends the person a verified completion notice when real setup is saved. Does not approve ownership or tax sharing.

`POST /api/v1/accounting/personalTax.shareholder.request`

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

MCP tool: `accounting_personal_tax_shareholder_request`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `organizationId` | string | Yes | The company to work in, for people who belong to more than one. API keys belong to one company. 1–200 characters. |
| `assigneeUserId` | string | Yes | 1–200 characters. |
| `expectedRegisterRevision` | integer | Yes | The related record's current revision, from the last time you read it. 0 to 1000000000. |
| `expectedAssociationFingerprint` | string | Yes | SHA-256 hash as 64 lowercase hex characters. |
| `period` | object |  | 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`. |
| `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.shareholder.request \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "organizationId": "example",
  "assigneeUserId": "example",
  "expectedRegisterRevision": 3,
  "expectedAssociationFingerprint": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'
```

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