Tax Rates
| Method & Path | Permission | Purpose | Side effects |
|---|---|---|---|
GET tax-rates | tax.view | List tenant tax rates | — |
POST tax-rates | tax.manage | Create custom rate | Audit |
PATCH tax-rates/{taxRate} | tax.manage | Update rate | Blocks code/rate/kind changes once referenced by documents; audit |
Filings (feature:compliance_filings)
| Method & Path | Permission | Purpose | Side effects |
|---|---|---|---|
GET compliance/forms | compliance.view | Statutory forms applicable to this tenant | — |
GET compliance/obligations | compliance.view | Filing calendar/obligations | — |
GET compliance/filings / GET compliance/filings/{filing} | compliance.view | List / detail | — |
POST compliance/filings | compliance.generate | Generate a filing for a period | Builds filing snapshot from the ledger |
POST compliance/filings/{filing}/regenerate | compliance.generate | Rebuild from current ledger | — |
PATCH compliance/filings/{filing} | compliance.generate | Override/clear one filing line (draft only) | — |
POST compliance/filings/{filing}/finalize | compliance.finalize | Lock filing figures | Returns warnings |
POST compliance/filings/{filing}/mark-filed | compliance.finalize | Mark as filed with the authority | — |
GET compliance/filings/{filing}/export | compliance.view | Export filing | Streams file |
WHT Certificates & Credits (feature:wht_certificates, country:PH)
| Method & Path | Permission | Purpose | Side effects |
|---|---|---|---|
GET compliance/wht-certificates | compliance.view | Certificates issued to payees | — |
POST compliance/wht-certificates | compliance.generate | Generate BIR Form 2307 for a contact/quarter | Reads posted purchase documents |
GET compliance/wht-certificates/{certificate}/pdf | compliance.view | Stream certificate PDF | — |
POST compliance/wht-certificates/{certificate}/void | compliance.generate | Void for reissue | — |
GET compliance/wht-credits / GET .../{credit} | compliance.view | List / detail — credits received from customers | — |
POST compliance/wht-credits | compliance.generate | Manually record a credit (pre-system invoices) | — |
PATCH compliance/wht-credits/{credit} | compliance.generate | Update / advance pipeline | — |
POST compliance/wht-credits/{credit}/validate | compliance.finalize | Mark certificate validated | — |
POST compliance/wht-credits/{credit}/apply | compliance.finalize | Apply credit | Posts to the creditable-WHT control account |
POST compliance/wht-credits/{credit}/void | compliance.generate | Void credit | — |
GET/POST wht-credits/{credit}/attachments | compliance.view/compliance.generate | Form 2307 scan attachments | Stores file, audit |