Reports and tax

tax.requests.add

Add one item to the accountant's checklist by hand, to a new request or to an existing one (requestId). Input { requestId?, kind, title, detail?, idempotencyKey }.

POST/api/v1/accounting/tax.requests.add

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_tax_requests_add

Fields

  • requestIdstring (ID)

    The ID of the related record.

  • kindenumRequired

    Which kind of record or job this is.

    bank_statementscard_statementspersonal_expensespayrollaccounting_softwaregeneral_ledgercontractor_paymentsprize_paymentssales_taxshareholder_loanscapital_assetsprior_returnsother
  • titlestringRequired

    A short title.

    2–200 characters

  • detailstring

    at most 600 characters · Default ""

  • fromstring

    The first date to include, as YYYY-MM-DD.

  • tostring

    The last date to include, as YYYY-MM-DD.

  • 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/tax.requests.add \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "kind": "bank_statements",
  "title": "Synthetic services agreement"
}'
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/tax.requests.add
curl https://app.getoatmilk.com/api/v1/accounting/tax.requests.add \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "kind": "bank_statements",
  "title": "Synthetic services agreement"
}'

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