If you need to remove a Tax profile from your Wealthsimple account, follow these steps:
- Log into your Wealthsimple account
- Click on the Tax tab at the top of the screen
- Select a tax year and profile
- Click Account in the top right corner
- Select My Tax Returns from the dropdown menu
- Scroll to find the profile you want to delete
- Click on the More menu (three dots) next to the profile
- Select Delete profile
- Follow the prompts to confirm the deletion. As noted, there is no undo.
Important notes:
- There's no way to undo a profile deletion, so double-check before confirming
- If "Delete profile" isn't available, this profile is likely your main profile and can't be deleted
- To change your primary profile, contact Wealthsimple support for assistance
Remember:
- Deleting a profile removes all associated tax information
- Consider downloading any necessary documents before deleting a profile
- If you're unsure about deleting a profile, it's best to keep it or consult with Wealthsimple support
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