Wealthsimple Tax can auto-fill part of your return with information directly from the CRA, making your tax filing process easier and more accurate.

Before you start:

1. Ensure you have a Wealthsimple Tax account.
2. Have an active CRA My Account.
3. Confirm that all of your tax slips are available in your CRA profile. Tax slips not yet available won't be imported.
4. Complete these mandatory fields in the About You section of your profile:
   • Social Insurance Number (SIN)
   • Date of Birth
   • Province of Residence

Steps to use Auto-fill:

1. Log in to your Wealthsimple account
2. Click on the Tax tab in the top menu
3. Select the relevant tax year and profile
4. Once in your chosen profile, navigate to the Auto-fill & add forms section
5. Click the Import forms button
6. Agree to the terms and conditions
7. Click Authorize with CRA My Account
8. Log in to your CRA My Account in the pop-up window
   • If the pop-up doesn't appear, ensure pop-ups are enabled in your browser
9. Click Next to confirm you want to retrieve your tax information
10. Wait for the data to be retrieved (this may take a few minutes)
11. Close the CRA window and return to Wealthsimple Tax
12. Review the list of available slips to auto-fill
13. Select the slips you want to add (or click Select All)
14. Click the Import button to populate your return

Important notes:

• If you're preparing a tax return for someone else (such as a family member or friend), you must be authorized as their representative to use Auto-fill my return on their behalf.
• For new users starting their tax profile, you'll be prompted to auto-fill during the initial interview process.
• If switching from another financial institution to Wealthsimple, you must switch partners before using Wealthsimple for your Interac sign-in partner.
• Please contact the CRA for support if you can't access your CRA account.

If you encounter any issues during the Auto-fill process, please contact Wealthsimple support for assistance.