How do I use Auto-fill my return?

Wealthsimple Tax can auto-fill part of your return with information directly from the CRA. It’s easy, accurate, and feels like magic.

Here’s a list of what’s available through Auto-fill.

Before you can use Auto-fill my return, you need to have both a Wealthsimple Tax account and a CRA My Account.

You'll also need to complete the mandatory fields About You section of your tax profile.

Note: when you first start your 2023 return, we'll ask you to confirm this information and allow you to auto-fill before you even start during our initial interview process.

To get started, click the Auto-fill my return button that appears just above the search box in the Your Taxes section. If you can’t see the button, ensure that you:

are logged into Wealthsimple Tax, have completed the mandatory fields in the About You section, and
have answered Yes to the question “Are you registered for CRA My Account?” in the About You section.

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Agree to the terms and conditions and then click the Authorize with CRA My Account button.

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A pop-up window will appear and prompt you to log in with your CRA My Account user ID and password. If the pop-up window doesn’t appear, make sure you have pop-ups enabled in your browser.

If you're preparing a tax return on behalf of a family member or friend, you must use your own CRA user ID and password when prompted to log in to CRA My Account.

Note: If you're already registered with another financial institution and want to switch to your Wealthsimple account, you must switch partners before setting up Interac sign-in with Wealthsimple. If you didn't switch partners and received an error when attempting to sign-in with Wealthsimple, follow these instructions.

Once you’ve logged in to My Account, click Next to confirm you want to get your tax information. The next step could take a minute or two (depending on how busy the CRA’s servers are). When your data is ready, you’ll be prompted to close the window.

Close the window and return to Wealthsimple Tax to continue. You’ll then see a list of what’s available to auto-fill. You can select all slips by clicking Select All or you can pick and choose what you want to add to your return.

Click the blue Auto-fill button and presto! Your return is auto-filled.

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CRA MyAccount & direct deposit

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