`tax.treatment.apply`

Confirm a whole group of records at once for { period, code, entryIds, idempotencyKey }: each record listed that is still in the group gets the treatment Oatmilk suggests for that reason (for example no tax credit for purchases without a receipt), saved as a tax review in the caller's name and marked as confirmed together. Records that changed or are no longer in the group are skipped and reported. The closed-period and revision guards still apply.

POST/api/v1/accounting/tax.treatment.apply

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

periodobjectRequired
The period to cover.
No other fields
codeenumRequired
bank_feeexempt_categoryinterestcontractorreceipt_no_taxreceipt_taxforeign_vendorsame_as_beforesmall_no_receiptno_receiptreceipt_unreadrecorded_taxrecorded_sale_taxsale_no_tax
entryIdsarray of strings (ID)Required
IDs of accounting entries, from entries.list or attention.mine.
1–1000 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

curl https://app.getoatmilk.com/api/v1/accounting/tax.treatment.apply \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "code": "bank_fee",
  "entryIds": [
    "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
  ]
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.treatment.apply", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "code": "bank_fee",
    "entryIds": [
      "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
    ]
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.treatment.apply",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "code": "bank_fee",
        "entryIds": [
            "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        ],
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

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.

Input

POST/api/v1/accounting/tax.treatment.apply

curl https://app.getoatmilk.com/api/v1/accounting/tax.treatment.apply \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "code": "bank_fee",
  "entryIds": [
    "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
  ]
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.treatment.apply", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "code": "bank_fee",
    "entryIds": [
      "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10"
    ]
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.treatment.apply",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "code": "bank_fee",
        "entryIds": [
            "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        ],
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside period

Example

Try it