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

MCP tool: `accounting_tax_filings_update`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `kind` | enum | Yes | Which kind of record or job this is. One of: `gst_hst`, `t4a`, `t2`. |
| `periodKey` | string | Yes | 4–21 characters. |
| `expectedRevision` | integer | Yes | 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. |
| `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. |
| `steps` | map |  |  |
| `filedOn` | string or null |  |  |
| `confirmation` | string or null |  |  |
| `paidOn` | string or null |  |  |
| `amountPaidMinor` | string or null |  | An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50. |
| `copiesSentOn` | string or null |  |  |
| `note` | string |  | A short note, kept with the record. at most 2000 characters. |

## Example request

```bash
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": {}
}'
```

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