Understand and use Audit Support

What is Audit Support?

Audit Support helps you understand and respond to letters and notices from the CRA or Revenu Québec about a return you filed with Wealthsimple Tax. It's included with the Plus and Pro tax plans and applies to returns for the tax year your plan covers.

What types of questions can Audit Support help with?

Audit Support can help with questions about recent CRA or Revenu Québec documents related to a covered return, including:

• A review or matching letter asking for additional information or supporting documents
• A Notice of Reassessment showing that the CRA or Revenu Québec changed something on your return
• A Notice of Assessment or Notice of Reassessment showing a different refund or balance owing from what Wealthsimple Tax calculated when you submitted your return

What support does Audit Support provide?

Our service helps you:

• Understand what a notice or letter means
• Clarify which documents or information you need to provide to the CRA or Revenu Québec
• Understand the next steps and receive follow-up support during the process

You can read more about the additional terms and conditions for Audit Support in our Wealthsimple Tax User Agreement.

Check your tax plan

Tax plans apply to one tax year only. A Plus or Pro plan purchased for one tax year doesn't apply to returns for another tax year.

To check your plan for a specific tax year:

1. Log in to your Wealthsimple profile
2. Select the Profile menu in the bottom-left corner
3. Select Tax from the menu
4. Choose your tax profile
5. Select Documents in the top-right corner, then select Tax returns
6. Select the tax year you want to check
7. Check the plan shown at the top of your tax profile

How to purchase Audit Support

Audit Support is free for Wealthsimple Premium and Generation clients. The Basic plan doesn't include Audit Support, but you can upgrade. Make sure you have the correct tax year open before upgrading.

To purchase Audit Support:

1. Log in to your Wealthsimple profile
2. Select the Profile menu in the bottom-left corner
3. Select Tax from the menu
4. Choose your tax profile
5. Select Documents in the top-right corner, then select Tax returns
6. Select the tax return you want to add Audit Support to
7. Select Add coverage in the bottom-left corner and follow the prompts

For 2023 and 2024 tax profiles, you can select File with confidence in the bottom-left corner of the screen instead of steps 5–7.

How to use Audit Support

If you receive a document from the CRA or Revenu Québec about a return covered by Audit Support:

1. Upload a copy of the document to your Wealthsimple profile. Uploading the document before reaching out to us can help speed up the review process. For your privacy and security, don't send it as an email attachment.
2. Contact us as soon as you receive the document. Contacting us promptly gives our team time to work with you and provide guidance on how best to respond to the CRA or Revenu Québec.
3. Follow the guidance from our team. We'll help you understand what the document means, clarify which information or supporting documents you need to provide, and explain the next steps.

Related articles

• Understand Wealthsimple Tax Plans
• Upload and download documents to your profile
• Keep your Wealthsimple Tax profile up to date