`tax.reports.download`

Download those reports for { period, format (xlsx default, or pdf) } and either report (everything, financial_statements, trial_balance, balance_sheet, income_statement, general_ledger, gst_hst, stripe, contractors) or reports, a list of the ones a person picked (balance_sheet, income_statement, trial_balance, general_ledger, gst_hst, stripe, contractors), which come as one file. The period can be any fiscal year from tax.reports.overview or any dates up to a year apart. Excel workbooks have one sheet per report with formulas for the totals; everything is the whole workbook. Returns a short-lived download. Each request builds a fresh file and is audited.

POST/api/v1/accounting/tax.reports.download

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

No idempotency key

MCP

accounting_tax_reports_download

Fields

periodobjectRequired
The period to cover.
No other fields
reportenum
everythingfinancial_statementstrial_balancebalance_sheetincome_statementgeneral_ledgergst_hststripecontractors
reportsarray of enum values
balance_sheetincome_statementtrial_balancegeneral_ledgergst_hststripecontractors
1–7 items
formatenum
xlsxpdf
Default "xlsx"

curl https://app.getoatmilk.com/api/v1/accounting/tax.reports.download \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "report": "everything"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.reports.download", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "report": "everything"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.reports.download",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
    },
    json={
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "report": "everything",
    },
    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.reports.download

curl https://app.getoatmilk.com/api/v1/accounting/tax.reports.download \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "report": "everything"
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.reports.download", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "report": "everything"
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.reports.download",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
    },
    json={
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "report": "everything",
    },
    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