`tax.entries.review`

Confirm recognition date, GST/HST treatment, supporting documentation, input tax credit eligibility and explicit CAD exchange-rate provenance for an entry. For GST/HST dated before the registration date, preRegistration records the decision: no_itc (a purchase with no input tax credit) or accountant. Requires both entry and tax-review revisions.

POST/api/v1/accounting/tax.entries.review

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required, with expectedRevision

MCP

Not offered over MCP: Accountants' corrections grant isn't offered over MCP yet: phase 1 is read and comment only.

Fields

entryIdstring (ID)Required
The ID of an accounting entry, from entries.list or attention.mine.
entryRevisionintegerRequired
The entry's current revision, from the last time you read it.
at most 9007199254740991 · greater than 0
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
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
recognitionDatestringRequired
taxPointDatestringRequired
itcClaimDatestring or null
Default null
taxKindenumRequired
gst_hstnoneother
gstHstMinorstringRequired
An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50.
Whole number written as a string
otherSalesTaxMinorstringRequired
An amount in cents (the currency's smallest unit), written as a whole-number string such as "1250" for $12.50.
Whole number written as a string
itcBasisPointsintegerRequired
0 to 10000
itcEligibilityenumRequired
eligibleineligiblenot_applicable
documentCompletebooleanRequired
supplierRegistrationstring or null
Default null
recipientNamedbooleanRequired
supplyDescribedbooleanRequired
paymentTermsPresentbooleanRequired
exchangeRatestring or null
Default null
exchangeRateDatestring or null
Default null
exchangeRateSourcestring or null
Default null
preRegistrationenum or null
no_itcaccountant
reasonstringRequired
A short note saying why, kept in the record's history.
3–2000 characters

curl https://app.getoatmilk.com/api/v1/accounting/tax.entries.review \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "entryRevision": 3,
  "expectedRevision": 3,
  "recognitionDate": "2026-09-30",
  "taxPointDate": "2026-09-30",
  "taxKind": "gst_hst",
  "gstHstMinor": "1250",
  "otherSalesTaxMinor": "1250",
  "itcBasisPoints": 1,
  "itcEligibility": "eligible",
  "documentComplete": true,
  "recipientNamed": true,
  "supplyDescribed": true,
  "paymentTermsPresent": true,
  "reason": "Synthetic example from the docs"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.entries.review", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "entryRevision": 3,
    "expectedRevision": 3,
    "recognitionDate": "2026-09-30",
    "taxPointDate": "2026-09-30",
    "taxKind": "gst_hst",
    "gstHstMinor": "1250",
    "otherSalesTaxMinor": "1250",
    "itcBasisPoints": 1,
    "itcEligibility": "eligible",
    "documentComplete": true,
    "recipientNamed": true,
    "supplyDescribed": true,
    "paymentTermsPresent": true,
    "reason": "Synthetic example from the docs"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.entries.review",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        "entryRevision": 3,
        "expectedRevision": 3,
        "recognitionDate": "2026-09-30",
        "taxPointDate": "2026-09-30",
        "taxKind": "gst_hst",
        "gstHstMinor": "1250",
        "otherSalesTaxMinor": "1250",
        "itcBasisPoints": 1,
        "itcEligibility": "eligible",
        "documentComplete": True,
        "recipientNamed": True,
        "supplyDescribed": True,
        "paymentTermsPresent": True,
        "reason": "Synthetic example from the docs",
    },
    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.entries.review

curl https://app.getoatmilk.com/api/v1/accounting/tax.entries.review \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "entryRevision": 3,
  "expectedRevision": 3,
  "recognitionDate": "2026-09-30",
  "taxPointDate": "2026-09-30",
  "taxKind": "gst_hst",
  "gstHstMinor": "1250",
  "otherSalesTaxMinor": "1250",
  "itcBasisPoints": 1,
  "itcEligibility": "eligible",
  "documentComplete": true,
  "recipientNamed": true,
  "supplyDescribed": true,
  "paymentTermsPresent": true,
  "reason": "Synthetic example from the docs"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.entries.review", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
    "entryRevision": 3,
    "expectedRevision": 3,
    "recognitionDate": "2026-09-30",
    "taxPointDate": "2026-09-30",
    "taxKind": "gst_hst",
    "gstHstMinor": "1250",
    "otherSalesTaxMinor": "1250",
    "itcBasisPoints": 1,
    "itcEligibility": "eligible",
    "documentComplete": true,
    "recipientNamed": true,
    "supplyDescribed": true,
    "paymentTermsPresent": true,
    "reason": "Synthetic example from the docs"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.entries.review",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "entryId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
        "entryRevision": 3,
        "expectedRevision": 3,
        "recognitionDate": "2026-09-30",
        "taxPointDate": "2026-09-30",
        "taxKind": "gst_hst",
        "gstHstMinor": "1250",
        "otherSalesTaxMinor": "1250",
        "itcBasisPoints": 1,
        "itcEligibility": "eligible",
        "documentComplete": True,
        "recipientNamed": True,
        "supplyDescribed": True,
        "paymentTermsPresent": True,
        "reason": "Synthetic example from the docs",
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Example

Try it