`tax.checks.update`

Record tax-preparation review evidence against the current workpaper snapshot, with revision checks. Later ledger changes invalidate completed checks.

POST/api/v1/accounting/tax.checks.update

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

Not offered over MCP: Accountants' corrections grant isn't offered over MCP yet: phase 1 is read and comment only.

Fields

expectedRevisionintegerRequired
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.
0 to 9007199254740991
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
periodobjectRequired
The period to cover.
No other fields
checkenumRequired
bank_coverageopening_balancesfinancial_statementsgifi_mappingcapital_assetsshareholder_loanspayrollcontractor_slipsgst_adjustmentsinstalmentsprior_returns
statusenumRequired
Only include records with this status.
todocompletenot_applicable
reasonstringRequired
A short note saying why, kept in the record's history.
3–2000 characters
snapshotHashstringRequired
SHA-256 hash as 64 lowercase hex characters
evidenceIdsarray of strings (ID)
A list of record IDs.
at most 20 items · Default []

curl https://app.getoatmilk.com/api/v1/accounting/tax.checks.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "expectedRevision": 3,
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "check": "bank_coverage",
  "status": "todo",
  "reason": "Synthetic example from the docs",
  "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.checks.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "expectedRevision": 3,
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "check": "bank_coverage",
    "status": "todo",
    "reason": "Synthetic example from the docs",
    "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.checks.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "expectedRevision": 3,
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "check": "bank_coverage",
        "status": "todo",
        "reason": "Synthetic example from the docs",
        "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
    },
    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/tax.checks.update

curl https://app.getoatmilk.com/api/v1/accounting/tax.checks.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "expectedRevision": 3,
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "check": "bank_coverage",
  "status": "todo",
  "reason": "Synthetic example from the docs",
  "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.checks.update", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "expectedRevision": 3,
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "check": "bank_coverage",
    "status": "todo",
    "reason": "Synthetic example from the docs",
    "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.checks.update",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "expectedRevision": 3,
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "check": "bank_coverage",
        "status": "todo",
        "reason": "Synthetic example from the docs",
        "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
    },
    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