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What is audit protection?
Audit protection covers you if any tax return submitted through Wealthsimple is audited or reassessed. Our service helps you:
- Understand notices from the CRA or Revenu Québec
- Clarify required documents
- Assist with next steps and follow-ups
This protection applies to all returns submitted from your account.
How to purchase audit protection
Audit protection is free for:
- Wealthsimple Premium and Generation clients
- Wealthsimple for Work clients
To purchase audit protection:
- Log in to your Wealthsimple account
- Select the Tax tab
- Choose or start a tax return
- Click File with confidence on the left-hand side of your screen
- Select Audit protection
- Follow the prompts to complete the purchase
How to use audit protection
If you receive a Notice of Reassessment:
- Contact our support team within 7 days of the notice date
- Provide:
- Copy of all CRA or Revenu Québec correspondence
- Your NETFILE or NetFile Québec confirmation number (found in the Submit section of your Wealthsimple Tax return)
- Gather all documents used to prepare your return
Our team will guide you through the process and help address the reassessment or audit.
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