Reports and tax

tax.filings.update

Record progress on a return or slips the company files itself: { kind, periodKey (from tax.filings.get), expectedRevision, idempotencyKey, steps? ({ stepKey: true|false }), filedOn?, confirmation? (the CRA confirmation number), paidOn?, amountPaidMinor?, copiesSentOn?, note? }. Once filed (and paid, or the copies given), the matching compliance checklist items are marked done. It only records what the person did on the CRA's site; nothing is sent to the CRA.

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

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

accounting_tax_filings_update

Fields

  • kindenumRequired

    Which kind of record or job this is.

    gst_hstt4at2
  • periodKeystringRequired

    4–21 characters

  • 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 1000000000

  • 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

  • stepsmap
  • filedOnstring or null
  • confirmationstring or null
  • paidOnstring or null
  • amountPaidMinorstring or null

    An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50.

  • copiesSentOnstring or null
  • notestring

    A short note, kept with the record.

    at most 2000 characters

Example

curl https://app.getoatmilk.com/api/v1/accounting/tax.filings.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "kind": "gst_hst",
  "periodKey": "example",
  "expectedRevision": 3,
  "steps": {}
}'
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.filings.update
curl https://app.getoatmilk.com/api/v1/accounting/tax.filings.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "kind": "gst_hst",
  "periodKey": "example",
  "expectedRevision": 3,
  "steps": {}
}'

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