Onboarding

1. Log in to or sign up for a Wealthsimple account
2. Select Tax from the product options
3. Choose a tax profile or create a new one for 2024
4. Select a tax plan (can be changed later)

About You

1. Fill out the About You and Personal information sections
2. Link to your CRA My Account to auto-fill tax documents (recommended)
3. Answer questions about your tax situation

For couples:

1. Set up profiles using the same Wealthsimple Tax account
2. Link your profiles to optimize credits and deductions

Manage tax forms

1. Use the search box under Manage tax forms
2. Add sections to your profile
3. Enter the requested information in each section

Review & optimize

1. Go to the Review & optimize section
2. Click Review & optimize
3. Address any errors and consider warnings and suggestions
4. Adjust any optimizations as necessary
5. Click Review & optimize again after making changes

Summary

View a breakdown of your return:

1. Click Summary in the left-hand menu
2. Expand Amounts for a line-by-line breakdown
3. Expand Documents to view tax forms

Submit

1. Go to the Submit section
2. Click Submit tax return
3. Note the confirmation message and number if it is successful
4. If unsuccessful, check common issues
5. Save a PDF copy of your return for your records

For help using Wealthsimple Tax, please get in touch with our support team. For specific tax advice please consider consulting with a tax expert.