save_filing
Save a set of figures to the user's account, or update a saved one by passing its id from list_saved_filings. Figures in major units. The filing is saved even when validation finds problems, because a work in progress is worth keeping, and the problems come back in the response so you can raise them.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Omit to create. Pass an id from list_saved_filings to update that filing. | |
| label | No | A name for the filing, e.g. "SparkGames year to 31 Dec 2025". | |
| figures | Yes | The figures behind a small-company balance sheet. ALL amounts in major units. | |
| identifiers | No | Register identifiers, e.g. {"companyNumber": "15379140"}. Tax references (UTR, EIN, TFN) are never stored and are silently dropped. | |
| jurisdiction | Yes | GB | |
| categoryTotals | No | Where the figures came from, when a bank statement fed them: signed major-unit totals per category code from categorise_transactions. |