Reports and tax

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.

POST/api/v1/accounting/tax.export

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_tax_export

Fields

  • periodobjectRequired

    The period to cover.

    No other fields

  • expectedSnapshotHashstringRequired

    SHA-256 hash as 64 lowercase hex characters

  • 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

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"
}'
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.

POST/api/v1/accounting/tax.export
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"
}'

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