tax.export
Create a private year-end package for { period, expectedSnapshotHash, idempotencyKey }. The core zip (url) holds a README, a summary PDF, the workpaper JSON and CSV, record listings and a hash manifest; corporate years add a draft income statement by GIFI line, a general ledger, the year-end questionnaire, contractor payments and, when registered, a GST/HST summary, and GST/HST periods add the return lines and the period's records instead. Original receipts, statements, Stripe records and tax documents come as separate originals parts (parts[], each under 40 MB, hashed in the manifest). Repeating the request with the same key returns the same package with fresh links. Requires the current snapshot hash. Nothing is filed.
/api/v1/accounting/tax.exportPermissions
Who can call it
Retries
MCP
accounting_tax_exportFields
periodobjectRequiredThe period to cover.
No other fields
expectedSnapshotHashstringRequiredSHA-256 hash as 64 lowercase hex characters
idempotencyKeystringRequiredAny 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
curl https://app.getoatmilk.com/api/v1/accounting/tax.export \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"period": {
"from": "2026-09-01",
"to": "2026-09-30",
"kind": "corporate"
},
"expectedSnapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'{
"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.
curl https://app.getoatmilk.com/api/v1/accounting/tax.export \
-H "Authorization: Bearer $OATMILK_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: $(uuidgen)" \
-d '{
"period": {
"from": "2026-09-01",
"to": "2026-09-30",
"kind": "corporate"
},
"expectedSnapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'More in Reports and tax.