Wealthsimple Tax optimizes credits and deductions across linked partner profiles to maximize your combined refunds.

Benefits of completing both returns

1. Automatic optimization of credits and deductions
2. Accurate calculation of family income-based credits
3. Proper allocation of child care expenses and provincial credits

If you choose not to complete both returns

Prepare unlinked profiles and enter the following minimum information for your partner:

1. Complete the Spouse or Common-Law Partner section
2. Enter your partner's accurate income information
3. Click Review & Optimize and clear any errors

Note: Without your partner's income, you can't claim credits based on family income.

Maximize your refund

For the best results:

1. Complete both profiles before filing
2. Keep profiles linked for automatic optimization
3. Ensure all information is accurate and up-to-date

For help with linked profiles in Wealthsimple Tax please contact our support team. For specific tax planning advice for couples please consult a tax expert.