What is audit protection?

Audit protection covers you if any tax return prepared 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. You can read more about the additional terms and conditions for Audit Protection in our Wealthsimple Tax User Agreement.

How to purchase audit protection

Audit protection is free for:

• Wealthsimple Premium and Generation clients
• Wealthsimple for Work clients

To purchase audit protection:

1. Log in to your Wealthsimple account
2. Select the Tax tab
3. Choose or start a tax return
4. Click File with confidence on the left-hand side of your screen
5. Select Audit protection
6. Follow the prompts to complete the purchase

How to use audit protection

If you receive a Notice of Reassessment:

1. Contact our support team within 7 days of the notice date
2. 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)
3. Gather all documents used to prepare your return

Our team will guide you through the process and help address the reassessment or audit.