Change a return after submission

Once you've filed your tax return, wait for the CRA to assess it before making changes. Most returns are assessed within a few days of filing.

Check if your return has been assessed:

• Use CRA My Account: Look at the top of the Overview page
• Without CRA My Account: Wait for your Notice of Assessment in the mail

Use ReFILE

ReFILE is available to amend returns for 2023, 2024, and 2025.

1. Make changes to your return in Wealthsimple Tax.
2. Review & Optimize your return and clear any errors.
3. In the Submit section, click ReFILE tax return.
4. Review your changes and submit your amended return.
5. If successful, you'll see a new confirmation number and message from the CRA.
6. After you submit your changes, you may have an amount owing. If so, you'll need to make a payment to the CRA.
7. You can confirm your changes and payment by checking your CRA My Account.

For Quebec residents: Repeat the process for your Quebec return in the Submit Quebec Tax Return section.

Common ReFILE errors:

• NETFILE Error Code 602: The CRA won't accept these changes through ReFILE. Try using your CRA My Account or mail a T1 Adjustment Request.
• NETFILE Error Code 603: The CRA may not have assessed your return yet. If no other exclusions apply, wait until you receive your Notice of Assessment before trying to ReFILE again.

Use CRA My Account

If you can't use ReFILE, change your return online with CRA My Account:

1. Sign in to CRA My Account
2. Select Individual if you're changing your own return, or Representative if you're changing someone else's
3. Select Tax returns
4. Find and select Change my return
5. Select the tax year you want to change, then select Next
6. Follow the prompts to make your changes:
   1. Search for the line you want to change by line number or description, or select a section of the return from the drop-down menu
   2. Enter the amount you want to show on your return in the New Amount box
   3. Provide additional information if required, then select Confirm my answers
   4. On the Review and submit page, check your changes, read the certification statement, tick the box to agree, and select Submit changes
7. Save your confirmation number and summary of changes for your records
8. Confirm changes and payment in your CRA My Account

For detailed instructions, visit the CRA's Help using the "Change my return" service page.

Submit a paper T1 Adjustment Request

If ReFILE and CRA My Account aren't options:

1. Complete a T1 Adjustment Request form with your changes
   • Transcribe the changes from the Show differences table in your Wealthsimple Tax profile onto the T1 Adjustment Request
2. Mail the form and supporting documents to your tax centre (address on page 2 of the form)

If you need help resubmitting your return using ReFILE in Wealthsimple Tax, contact our support team. If you need help with the CRA's Change my return service, contact the CRA directly.