Reports and tax

tax.statements.pack

Build the statements pack for { period }: one folder per account with its balances, a CSV and a PDF transaction listing for the period, and the original statement files kept for it, plus an index and a completeness summary. Returns a short-lived download. Each request builds a fresh pack and is audited.

POST/api/v1/accounting/tax.statements.pack

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

No idempotency key

MCP

accounting_tax_statements_pack

Fields

  • periodobjectRequired

    The period to cover.

    No other fields

Example

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

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