Budgets and reserves

taxReserves.evaluate

Refresh sales-tax reserve suggestions only for positive, unreversed bank deposits explicitly linked to invoice payments, with integer proportional tax amounts and cumulative rounding. Duplicates and replay never create another reserve. Ambiguous, reversed, changed, fee-netted or foreign-currency evidence blocks automatic movement for review. Opted-in automatic transfers use only the saved accounts and durable provider identity. Does not file tax or calculate net GST/HST liability.

POST/api/v1/accounting/taxReserves.evaluate

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_tax_reserves_evaluate

Reaches outside Oatmilk

It emails people or calls another service.

Fields

  • invoiceIdstring (ID)

    The ID of the related record.

  • 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

Example

curl https://app.getoatmilk.com/api/v1/accounting/taxReserves.evaluate \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{}'
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/taxReserves.evaluate
curl https://app.getoatmilk.com/api/v1/accounting/taxReserves.evaluate \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{}'

More in Budgets and reserves.