What is audit support?

Audit support applies to all returns submitted through Wealthsimple Tax for the tax year in which you purchased the protection. 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 support in our Wealthsimple Tax User Agreement.

How to purchase audit support

Audit support is free for:

• Wealthsimple Premium and Generation clients
• Wealthsimple for Business clients

To purchase audit support:

1. Log in to your Wealthsimple profile
2. Select the Tax tab
3. Choose or start a tax return
4. Navigate to the File with confidence section on the left-hand side
5. Select Audit support
6. Follow the prompts to complete the purchase

How to use audit support

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.