# personalTax.shareholder.request.resolve

As a freshly verified administrator of the exact company saved on this setup request, explicitly save the requested person's real shareholder details against the current request and register revisions. Select an existing individual record or add the actual person; email must match the requested person's current verified identity. Notifies the requested person and company administrators after real setup is saved. Preserves other persons, classes, share holdings and officers, and never approves tax sharing. Use the native reviewed form; never put a SIN in these details.

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

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

Not available over MCP: Resolving setup requires fresh administrator access in the request's saved company and accounting:admin OAuth consent. The requester's identity or current workspace role cannot substitute for that permission.

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `id` | string (ID) | Yes | The record's ID. |
| `existingHolderId` | string |  | Matches ^[a-z0-9][a-z0-9-]{7,39}$. |
| `holder` | object | Yes | No other fields. |
| `holder.legalName` | string | Yes | 1–200 characters. |
| `holder.email` | string (email) | Yes | An email address. at most 254 characters. |
| `holder.residency` | enum | Yes | One of: `canada`, `other`. |
| `holder.address` | object | Yes | No other fields. |
| `holder.address.line1` | string | Yes | at most 120 characters. |
| `holder.address.line2` | string | Yes | at most 120 characters. |
| `holder.address.city` | string | Yes | at most 80 characters. |
| `holder.address.region` | string | Yes | at most 80 characters. |
| `holder.address.postalCode` | string | Yes | at most 20 characters. |
| `holder.address.country` | string | Yes | exactly 2 characters. |
| `holder.note` | string |  | A short note, kept with the record. at most 500 characters. |
| `expectedRevision` | integer | Yes | The record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again. at most 9007199254740991; greater than 0. |
| `expectedRegisterRevision` | integer | Yes | The related record's current revision, from the last time you read it. 0 to 1000000000. |
| `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.resolve \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "holder": {
    "legalName": "Synthetic Ventures Inc.",
    "email": "finance@example.com",
    "residency": "canada",
    "address": {
      "line1": "example",
      "line2": "example",
      "city": "example",
      "region": "example",
      "postalCode": "example",
      "country": "CA"
    }
  },
  "expectedRevision": 3,
  "expectedRegisterRevision": 3
}'
```

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