# 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:read`, `accounting:write` · Roles: admin, finance · Idempotency key required

MCP tool: `accounting_tax_export`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `period` | object | Yes | 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`. |
| `expectedSnapshotHash` | string | Yes | SHA-256 hash as 64 lowercase hex characters. |
| `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/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"
}'
```

Reference page: https://app.getoatmilk.com/docs/api/tax.export