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 the current tax year and up to three previous years.

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

Common ReFILE errors:

• TUD00010 or 602: The CRA won't accept these changes through ReFILE. Try using your CRA My Account or mail a T1 Adjustment Request.
• TUD00013 or 603: Your return may not be assessed yet. Try again in a few days if no other exclusions apply

Use CRA My Account

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

1. Log in to CRA My Account
2. Click on Tax Returns
3. Click on Change my return in the left menu (below direct deposit information)
4. Follow the prompts on the CRA's portal:
   1. Review ineligible changes and click Start
   2. Select the year to change and click Next
   3. Search for line numbers to adjust
   4. Enter changed amounts (use decimals only if shown in CRA My Account)
   5. Make all changes before clicking Next
   6. Provide additional information if required and click Next
   7. Review the line updates, certify that your entries are accurate and click Submit
5. Confirm changes and payment in your CRA My Account

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 center (address on page 2 of the form)

For more details, visit the CRA's Change your return page.

If you need help resubmitting your return using ReFILE in Wealthsimple Tax, contact Wealthsimple support. If you need assistance with the CRA's Change My Return function, consider contacting the CRA directly.