Answer screener questions for Canada filing requirements

Before the client can begin setting up their Canada returns or submitting a funding power of attorney (POA), they must complete a one-time Canada screening questionnaire. The client’s answers determine whether Avalara can file the client’s Canadian returns on their behalf. The questions are:

Are your Canadian transactions already saved in Canadian dollars (CAD)?
Can you convert your Canadian transactions to CAD by the 10th calendar day of each filing period?
Can you wire transfer your CAD tax payment to Avalara by the 14th calendar day of each filing period?

Provide responses to these questions as Yes or No. Based on the responses provided, Avalara can determine whether it can file the client’s Canada returns on the client’s behalf or whether the client needs to file their returns independently.

Retrieve screening questions

View request:

query CanadaOnboardingQuestions {
  canadaOnboardingQuestions(companyId: 123456) {
    questionCode
    questionText
    helpText
    answers {
      value
      nextQuestionCode
      helpText
    }
  }
}

View response:

{
  "data": {
    "canadaOnboardingQuestions": [
      {
        "questionCode": "TransactionsCurrencyCAD",
        "questionText": "Are your Canadian transactions already saved in Canadian dollars (CAD)?",
        "helpText": "For Avalara to file your Canada returns, your Canadian transactions in Avalara must be in Canadian (CAD) currency.",
        "answers": [
          {
            "value": "Yes",
            "nextQuestionCode": "CanWireTransferBy14th",
            "helpText": null
          },
          {
            "value": "No",
            "nextQuestionCode": "CanConvertToCADBy10th",
            "helpText": null
          }
        ]
      },
      {
        "questionCode": "CanConvertToCADBy10th",
        "questionText": "Can you convert your Canadian transactions to CAD by the 10th calendar day of each filing period?",
        "helpText": "If your Canadian transactions aren't in CAD currency, then you need to first convert them into CAD so that Avalara can file your Canada returns.",
        "answers": [
          {
            "value": "Yes",
            "nextQuestionCode": "CanWireTransferBy14th",
            "helpText": "Answering yes means onboarding is complete."
          },
          {
            "value": "No",
            "nextQuestionCode": null,
            "helpText": null
          }
        ]
      },
      {
        "questionCode": "CanWireTransferBy14th",
        "questionText": "Can you wire transfer your CAD tax payment to Avalara by the 14th calendar day of each filing period?",
        "helpText": "For Avalara to file your Canada returns, you need to send Avalara a wire transfer of your CAD tax liability for each filing period.",
        "answers": [
          {
            "value": "Yes",
            "nextQuestionCode": null,
            "helpText": "Answering yes means onboarding is complete. The customer should set up their returns now."
          },
          {
            "value": "No",
            "nextQuestionCode": null,
            "helpText": "Answering no means the customer must file their Canadian returns on their own."
          }
        ]
      }
    ]
  }
}

Submit screening answers

Based on the response of each of the screening question, the outcome might differ in onboarding status and how Avalara determines if it will file Canada returns on the client’s behalf.

Example 1: If response to Question 1: TransactionsCurrencyCAD is Yes, and Question 3: CanWireTransferBy14th is Yes. Then, Onboarding is complete, and as a next step the client needs to set up returns or submit a POA.

View request Question 1:

mutation SubmitCanadaOnboardingAnswer {
  submitCanadaOnboardingAnswer(
    companyId: 9898049
    input: { questionCode: "TransactionsCurrencyCAD", answer: "Yes" }
  ) {
    nextQuestionCode
    possibleAnswers
    questionText
    helpText
    isOnboardingComplete
  }
}

View response Question 1:

{
  "data": {
    "submitCanadaOnboardingAnswer": {
      "nextQuestionCode": "CanWireTransferBy14th",
      "possibleAnswers": [
        "Yes",
        "No"
      ],
      "questionText": "Can you wire transfer your CAD tax payment to Avalara by the 14th calendar day of each filing period?",
      "helpText": "For Avalara to file your Canada returns, you need to send Avalara a wire transfer of your CAD tax liability for each filing period.",
      "isOnboardingComplete": false
    }
  }
}

View request Question 3

mutation SubmitCanadaOnboardingAnswer {
  submitCanadaOnboardingAnswer(
    companyId: 9898049
    input: { questionCode: "CanWireTransferBy14th", answer: "Yes" }
  ) {
    nextQuestionCode
    possibleAnswers
    questionText
    helpText
    isOnboardingComplete
  }
}

View response Question 3

{
  "data": {
    "submitCanadaOnboardingAnswer": {
      "nextQuestionCode": null,
      "possibleAnswers": [],
      "questionText": null,
      "helpText": "Canada Onboarding is completed. The customer should set up their returns now.",
      "isOnboardingComplete": true
    }
  }
}

Example 2: If response to Question 1: TransactionsCurrencyCAD is No, Question 2: CanConvertToCADBy10th is Yes, and Question 3: CanWireTransferBy14th is Yes. Then, Onboarding is complete.

View request Question 1:

mutation SubmitCanadaOnboardingAnswer {
  submitCanadaOnboardingAnswer(
    companyId: 9898049
    input: { questionCode: "TransactionsCurrencyCAD", answer: "No" }
  ) {
    nextQuestionCode
    possibleAnswers
    questionText
    helpText
    isOnboardingComplete
  }
}

View response Question 1:

{
  "data": {
    "submitCanadaOnboardingAnswer": {
      "nextQuestionCode": "CanConvertToCADBy10th",
      "possibleAnswers": [
        "Yes",
        "No"
      ],
      "questionText": "Can you convert your Canadian transactions to CAD by the 10th calendar day of each filing period?",
      "helpText": "If your Canadian transactions aren't in CAD currency, then you need to first convert them into CAD so that Avalara can file your Canada returns.",
      "isOnboardingComplete": false
    }
  }
}

View request Question 2:

mutation SubmitCanadaOnboardingAnswer {
  submitCanadaOnboardingAnswer(
    companyId: 9900782
    input: { questionCode: "CanConvertToCADBy10th", answer: "Yes" }
  ) {
    nextQuestionCode
    possibleAnswers
    questionText
    helpText
    isOnboardingComplete
  }
}

View response Question 2:

{
  "data": {
    "submitCanadaOnboardingAnswer": {
      "nextQuestionCode": "CanWireTransferBy14th",
      "possibleAnswers": [
        "Yes",
        "No"
      ],
      "questionText": "Can you wire transfer your CAD tax payment to Avalara by the 14th calendar day of each filing period?",
      "helpText": "For Avalara to file your Canada returns, you need to send Avalara a wire transfer of your CAD tax liability for each filing period.",
      "isOnboardingComplete": false
    }
  }
}

View request Question 3:

mutation SubmitCanadaOnboardingAnswer {
  submitCanadaOnboardingAnswer(
    companyId: 9898049
    input: { questionCode: "CanWireTransferBy14th", answer: "Yes" }
  ) {
    nextQuestionCode
    possibleAnswers
    questionText
    helpText
    isOnboardingComplete
  }
}

View response Question 3

{
  "data": {
    "submitCanadaOnboardingAnswer": {
      "nextQuestionCode": null,
      "possibleAnswers": [],
      "questionText": null,
      "helpText": "Canada Onboarding is completed. The customer should set up their returns now.",
      "isOnboardingComplete": true
    }
  }
}

Example 3: If response to Question 1: TransactionsCurrencyCAD is No, Question 2: CanConvertToCADBy10th is No. Then Onboarding is terminated and Avalara can’t file Canada returns on your behalf.

View request Question 2:

mutation SubmitCanadaOnboardingAnswer {
  submitCanadaOnboardingAnswer(
    companyId: 9900782
    input: { questionCode: "CanConvertToCADBy10th", answer: "No" }
  ) {
    nextQuestionCode
    possibleAnswers
    questionText
    helpText
    isOnboardingComplete
  }
}

View response Question 2:

{
  "data": {
    "submitCanadaOnboardingAnswer": {
      "nextQuestionCode": null,
      "possibleAnswers": [],
      "questionText": null,
      "helpText": "Avalara can't file your tax in canada region, Customer must file their Canadian returns on their own.",
      "isOnboardingComplete": false
    }
  }
}