Wealthsimple Tax is designed to automatically maximize your and your partner’s combined refunds. You should complete both returns before submitting either to the CRA.
If you don’t want to complete both returns before filing your own, you must, at the very minimum, do the following in your partner’s return:
- complete the required fields in the About You section
- enter your partner’s income information; this number should be as accurate as possible as it can impact who will claim child care expenses, certain provincial credits, and will be used in calculating the spousal amount. If you don’t report your partner’s income, you can’t claim credits that are based on family income.
- click Check & Optimize and clear any errors from the return
If you don’t want to complete your partner’s return, follow the instructions in this post.