Reports and tax

tax.sources.prepare

Prepare an immutable private PDF or photo company/tax source upload. Returns a signed upload URL; this does not create an expense or run AI.

POST/api/v1/accounting/tax.sources.prepare

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

Not offered over MCP: Accountants' corrections grant isn't offered over MCP yet: phase 1 is read and comment only.

Fields

  • filenamestringRequired

    The file's name, including its extension.

    1–180 characters

  • mimeTypeenumRequired

    The file's type, such as image/jpeg or application/pdf.

    application/pdfimage/jpegimage/pngimage/webpimage/heicimage/heif
  • sizeBytesintegerRequired

    The file's size in bytes.

    1 to 52428800

  • sha256stringRequired

    The SHA-256 hash of the file's exact bytes, as 64 lowercase hex characters.

    SHA-256 hash as 64 lowercase hex characters

  • 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.sources.prepare \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "filename": "receipt.pdf",
  "mimeType": "application/pdf",
  "sizeBytes": 1,
  "sha256": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'
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.sources.prepare
curl https://app.getoatmilk.com/api/v1/accounting/tax.sources.prepare \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "filename": "receipt.pdf",
  "mimeType": "application/pdf",
  "sizeBytes": 1,
  "sha256": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c"
}'

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