# tax.prep.overview

Read the guided year-end checklist for a corporate (T2) fiscal year or a GST/HST period: steps with status, counts and the next action, progress, the periods to choose from and deadlines. Input { kind, year? | from and to?, summary?, includeWorkpaper? }; without a year it opens the newest ended period, even when it is done. summary: true leaves out the record lists (for a period's steps left). includeWorkpaper: true returns the same period's full workpaper alongside the checklist, or null when unsupported. Read-only; nothing is filed or paid.

`GET | POST /api/v1/accounting/tax.prep.overview`

Permissions: `accounting:read` · Roles: admin, finance

MCP tool: `accounting_tax_prep_overview`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `kind` | enum | Yes | Which kind of record or job this is. One of: `corporate`, `gst_hst`. |
| `year` | integer |  | 1900 to 2200. |
| `from` | string |  | The first date to include, as YYYY-MM-DD. |
| `to` | string |  | The last date to include, as YYYY-MM-DD. |
| `latest` | boolean |  |  |
| `summary` | boolean |  |  |
| `includeWorkpaper` | boolean |  | Also include workpaper. |

## Example request

```bash
curl -G https://app.getoatmilk.com/api/v1/accounting/tax.prep.overview \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  --data-urlencode 'kind=corporate'
```

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