Reports and tax

tax.requests.update

Change a checklist item ({ op: item, itemId, expectedRevision, status?: open|ready|sent|dismissed, note?, evidenceIds? }) or record how the year-end question was answered ({ op: year_end, requestId, expectedRevision, resolution: kept|changed }). Changing the company's year-end itself uses company.update.

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

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

accounting_tax_requests_update

Fields

Shape 1: op: "item"

  • op"item"Required
  • itemIdstring (ID)Required

    The ID of the related record.

  • 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.

    at most 9007199254740991 · greater than 0

  • statusenum

    Only include records with this status.

    openreadysentdismissed
  • notestring

    A short note, kept with the record.

    at most 1000 characters

  • evidenceIdsarray of strings (ID)

    A list of record IDs.

    at most 20 items

  • 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

Shape 2: op: "year_end"

  • op"year_end"Required
  • requestIdstring (ID)Required

    The ID of the related record.

  • 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.

    at most 9007199254740991 · greater than 0

  • resolutionenumRequired
    keptchanged
  • 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

Example

curl https://app.getoatmilk.com/api/v1/accounting/tax.requests.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "op": "item",
  "itemId": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c5d",
  "expectedRevision": 3
}'
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.requests.update
curl https://app.getoatmilk.com/api/v1/accounting/tax.requests.update \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "op": "item",
  "itemId": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c5d",
  "expectedRevision": 3
}'

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