By purchasing the Wealthsimple Tax add-on package, you will get access to the following services:

Audit Support

If the tax return you submitted through Wealthsimple gets re-assessed, we’ve got you covered. Our Audit Support service will help you every step of the way in the event that your tax return is reviewed or audited by the CRA or Revenu Québec. We’ll help you:

• Understand your Notice of Reassessment or letter of correspondence from the CRA or Revenu Québec
• Clarify what is being asked and what documents you need to gather
• Provide templates for your correspondence to the CRA
• Assist you on the next steps and additional follow-ups

How to use it:
When you receive a Notice of Reassessment from the CRA or Revenu Québec, send us an email to tax@wealthsimple.com immediately (we recommend within 7 days from the date of the correspondence in order to respond to the CRA on time) with the following information:

• A copy of all correspondence with the CRA or Revenu Québec
• Your NETFILE or NetFile Québec confirmation number (You can find this in the Submit section of your return on Wealthsimple Tax)

While our team gets back to you, you’ll want to gather all documents you used to prepare your return.

Priority Email Support

Have a question about filing your taxes? We’re here to help! With priority support access, your questions will be answered by our experts — fast.

How to use it:
When you have a question, just contact the Wealthsimple Tax Support team via email at tax@wealthsimple.com. We’ll make sure your emails make it to the front of the queue where they’ll be addressed as soon as possible.

Please ensure you use the same email address as your Wealthsimple account that purchased the Wealthsimple Tax add-on package.