`personalTax.share.prepare`

Prepare an exact review of sharing your saved number for one verified associated organization, explicit tax reporting purpose and exact calendar or fiscal period. Only you confirm the consent in your signed-in account; this tool never shares the number. Choose accountantAudience company for all current and future company accountants, with accountantUserIds []; each still needs company tax_numbers access. Otherwise choose named and list individual accountantUserIds; omitted audience preserves named access. Include expectedRevision from personalTax.get, expectedAssociationFingerprint from company.list, optional holderId with expectedRegisterRevision when this purpose needs an actual shareholder, expiry and idempotencyKey. Use a server-listed purpose and period kind; other_tax_reporting requires the specific purposeReason. Returns a metadata-only review and secure browser handoff.

POST/api/v1/accounting/personalTax.share.prepare

Permissions

accounting:readaccounting:write

Who can call it

admin, finance, contributor, accountant

Retries

Idempotency key required, with expectedRevision

MCP

accounting_personal_tax_share_prepare

Fields

organizationIdstringRequired
The company to work in, for people who belong to more than one. API keys belong to one company.
1–200 characters
holderIdstring
Matches ^[a-z0-9][a-z0-9-]{7,39}$
purposeenumRequired
t2_schedule_50t5_slipt4a_slipt4_slipother_tax_reporting
purposeReasonstring
10–500 characters
periodobjectRequired
The period to cover.
No other fields
accountantAudienceenum
companynamed
accountantUserIdsarray of stringsRequired
A list of record IDs.
at most 20 items · each 1–200 characters
expiresAtstring (date-time) or nullRequired
When this stops working, as an ISO 8601 date and time.
expectedRevisionintegerRequired
The record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again.
0 to 9007199254740991
expectedRegisterRevisioninteger
The related record's current revision, from the last time you read it.
0 to 9007199254740991
expectedAssociationFingerprintstring
SHA-256 hash as 64 lowercase hex characters
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/personalTax.share.prepare \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "organizationId": "example",
  "purpose": "t2_schedule_50",
  "period": {
    "kind": "corporate",
    "from": "2026-09-01",
    "to": "2026-09-30"
  },
  "accountantUserIds": [
    "example"
  ],
  "expiresAt": "2026-09-30T14:00:00Z",
  "expectedRevision": 3,
  "holderId": "aaaaaaaa",
  "expectedRegisterRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/personalTax.share.prepare", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "organizationId": "example",
    "purpose": "t2_schedule_50",
    "period": {
      "kind": "corporate",
      "from": "2026-09-01",
      "to": "2026-09-30"
    },
    "accountantUserIds": [
      "example"
    ],
    "expiresAt": "2026-09-30T14:00:00Z",
    "expectedRevision": 3,
    "holderId": "aaaaaaaa",
    "expectedRegisterRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/personalTax.share.prepare",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "organizationId": "example",
        "purpose": "t2_schedule_50",
        "period": {
            "kind": "corporate",
            "from": "2026-09-01",
            "to": "2026-09-30",
        },
        "accountantUserIds": [
            "example",
        ],
        "expiresAt": "2026-09-30T14:00:00Z",
        "expectedRevision": 3,
        "holderId": "aaaaaaaa",
        "expectedRegisterRevision": 3,
    },
    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/personalTax.share.prepare

curl https://app.getoatmilk.com/api/v1/accounting/personalTax.share.prepare \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "organizationId": "example",
  "purpose": "t2_schedule_50",
  "period": {
    "kind": "corporate",
    "from": "2026-09-01",
    "to": "2026-09-30"
  },
  "accountantUserIds": [
    "example"
  ],
  "expiresAt": "2026-09-30T14:00:00Z",
  "expectedRevision": 3,
  "holderId": "aaaaaaaa",
  "expectedRegisterRevision": 3
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/personalTax.share.prepare", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "organizationId": "example",
    "purpose": "t2_schedule_50",
    "period": {
      "kind": "corporate",
      "from": "2026-09-01",
      "to": "2026-09-30"
    },
    "accountantUserIds": [
      "example"
    ],
    "expiresAt": "2026-09-30T14:00:00Z",
    "expectedRevision": 3,
    "holderId": "aaaaaaaa",
    "expectedRegisterRevision": 3
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/personalTax.share.prepare",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "organizationId": "example",
        "purpose": "t2_schedule_50",
        "period": {
            "kind": "corporate",
            "from": "2026-09-01",
            "to": "2026-09-30",
        },
        "accountantUserIds": [
            "example",
        ],
        "expiresAt": "2026-09-30T14:00:00Z",
        "expectedRevision": 3,
        "holderId": "aaaaaaaa",
        "expectedRegisterRevision": 3,
    },
    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