# 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:read`, `accounting:write` · Roles: admin, finance

MCP tool: `accounting_tax_statements_pack`

## 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.pack \
  -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.pack