# tax.reports.overview

Read the reports an accountant asks for at year-end, for { period? (defaults to the newest ended fiscal year) }: the trial balance with debit and credit columns, the balance sheet and income statement (draft, from every record, in CAD, by account and GIFI line), plus GST/HST collected and claimed and money set aside for it, Stripe charges before fees with the fees and payouts, contractors and the T4A slips they likely need, key dates (balance due, GST/HST, T2, T4A) and the company documents on file. Also lists the fiscal years. Read-only.

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

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

MCP tool: `accounting_tax_reports_overview`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `period` | object |  | 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`. |

## Example request

```bash
curl https://app.getoatmilk.com/api/v1/accounting/tax.reports.overview \
  -H "Authorization: Bearer $OATMILK_API_KEY"
```

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