Understanding Wealthsimple Tax accounts and profiles:

1. Account:
   • What is used to log in to Wealthsimple
   • Accessed using your email address and password
   • One account per email address
   • Can contain up to 20 tax profiles
2. Profile:
   • Represents a specific person within an account
   • Each tax return is associated with a profile
   • Example: Your account has separate profiles for you and your partner

Linking returns with your partner

1. Navigate to the Personal information section in your tax profile
2. Under You and Your Family, select "Married" or "Common-law" from the dropdown for Marital status
3. Answer "Yes" to the question "Do you want to prepare your returns together?"
4. Follow the pop-up instructions to link returns

Important notes for linked returns:

• Both profiles must be in the same Wealthsimple Tax account
• Linking allows for optimized allocation of credits and deductions

Partners living in different provinces

If you and your partner reside in different provinces:

• You cannot link your returns in Wealthsimple Tax
• Decide who will claim specific federal credits (e.g., children, public transit)
• Ensure only one person claims each particular credit

To unlink returns:

1. Go to the Personal information section
2. Find the You and Your Family heading
3. Answer "No" to the question "Do you want to prepare your returns together?"

Remember:

• Keep your account and profile information up to date
• Linking returns can help maximize tax benefits for couples
• Different provincial residencies require separate, unlinked returns

If you need assistance managing profiles or linking returns in Wealthsimple Tax, please contact Wealthsimple support. For complex tax situations involving different provinces, consider consulting with a tax expert.