Gain access to audit support

Audit support is available to the following Wealthsimple Tax filers for the 2022 tax season:

• Clients that purchase the Audit Support upgrade ($30)
• Clients who choose to pay $30 or more for Wealthsimple Tax through our Pay what you want model
• All Wealthsimple for Work clients

Purchase the audit support upgrade
It will cost you $30 to purchase audit support for your tax return. To purchase the audit support upgrade, follow these steps:

1. Log in to your Tax account at https://my.wealthsimple.com/app/dashboard
2. Click Upgrade your return on the left-hand side of your screen
3. Select Get audit support 
4. Follow the prompts to finalize your purchase

What is audit support and how to use it

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
• 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.