# tax.treatment.auto

Settle the sales tax of every record in a tax period that the rules can prove, as Autopilot, for { period, snapshotHash, pass, idempotencyKey }: bank fees, interest, payments to companies outside Canada or to contractors, small purchases with no receipt (no credit claimed) and receipts whose tax adds up. Each is saved as the same tax review a person would save, marked automatic with its plain reason, and can be undone. Records a person reviewed or undid, and records that changed, are left alone. Returns { applied, skipped, remaining }.

`POST /api/v1/accounting/tax.treatment.auto`

Permissions: `accounting:read`, `accounting:write` · Roles: admin, finance · Idempotency key required

MCP tool: `accounting_tax_treatment_auto`

## 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`. |
| `snapshotHash` | string | Yes | SHA-256 hash as 64 lowercase hex characters. |
| `pass` | integer | Yes | 0 to 1000. |
| `idempotencyKey` | string | Yes | 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 request

```bash
curl https://app.getoatmilk.com/api/v1/accounting/tax.treatment.auto \
  -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"
  },
  "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
  "pass": 1
}'
```

Reference page: https://app.getoatmilk.com/docs/api/tax.treatment.auto