# tax.reports.download

Download those reports for { period, format (xlsx default, or pdf) } and either report (everything, financial_statements, trial_balance, balance_sheet, income_statement, general_ledger, gst_hst, stripe, contractors) or reports, a list of the ones a person picked (balance_sheet, income_statement, trial_balance, general_ledger, gst_hst, stripe, contractors), which come as one file. The period can be any fiscal year from tax.reports.overview or any dates up to a year apart. Excel workbooks have one sheet per report with formulas for the totals; everything is the whole workbook. Returns a short-lived download. Each request builds a fresh file and is audited.

`POST /api/v1/accounting/tax.reports.download`

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

MCP tool: `accounting_tax_reports_download`

## 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`. |
| `report` | enum |  | One of: `everything`, `financial_statements`, `trial_balance`, `balance_sheet`, `income_statement`, `general_ledger`, `gst_hst`, `stripe`, `contractors`. |
| `reports` | array of enum values |  | One of: `balance_sheet`, `income_statement`, `trial_balance`, `general_ledger`, `gst_hst`, `stripe`, `contractors`. 1–7 items. |
| `format` | enum |  | One of: `xlsx`, `pdf`. Default `"xlsx"`. |

## Example request

```bash
curl https://app.getoatmilk.com/api/v1/accounting/tax.reports.download \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "report": "everything"
}'
```

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