# tax.statements.overview

Read every bank, card and payment account's statement bundle for a period { period }: opening and closing balance as of the period end, transaction counts and totals, the original statement files kept, and a plain-words completeness check per account (no statements, a late start, an early end, a missing month, or balances that don't agree with the imported lines). Read-only.

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

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

MCP tool: `accounting_tax_statements_overview`

## 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`. |

## Example request

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

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