In this article:
Overview
In Wealthsimple Tax, you can save two types of PDF copies of your tax return: one for mailing to the Canada Revenue Agency (CRA) or Revenu Québec and another for your records.
Important notes:
- Both PDF download options appear only when your profile is complete and error-free.
- The personal PDF copy of your tax return includes information not transmitted via NETFILE.
- You can access PDFs of your previous year's tax returns in Wealthsimple Tax.
- If the PDF file doesn't print or display properly, there might be an issue with the PDF reader on your device.
Confirm your Wealthsimple Tax profile is complete and error-free
Your Wealthsimple Tax profile must be complete and error-free before you can download any tax PDFs. For linked profiles, both profiles should be complete.
Follow these steps to confirm the completeness of your profile:
- Log in to your Wealthsimple account
- Select Tax from the main menu
- Select the arrow button to open your return
- Select your profile
- Navigate to the Review & Optimize section
- Select the Review & Optimize button
- Fix any errors in your profile (and your partner's, if linked)
- Select Review & Optimize again
Save a personal PDF copy for record-keeping
The steps below generate a comprehensive PDF of your tax return, including the complete T1, Schedule 1, and all applicable forms.
Follow these steps to download a personal PDF copy of your tax return:
- Log in to your Wealthsimple account
- Select Tax from the main menu
- Select the arrow button to open your return
- Select your profile
- Navigate to the Submit section
- Select the Save PDF button at the bottom of the section
- The PDF will be saved to your default download folder
- Open the file to view or save it securely
Save a PDF copy to mail to the CRA or Revenu Québec
The steps below generate a condensed PDF of your tax return with a barcode, preferred by the CRA or Revenu Québec for mailed returns.
Follow these steps to download a PDF copy of your tax return for the CRA or Revenu Québec:
- Log in to your Wealthsimple account
- Select Tax from the main menu
- Select the arrow button to open your return
- Select your profile
- Navigate to the Submit section
- Select the Print tax return button within the Federal Tax Return or Québec Tax Return sections
- The PDF will be saved to your default download folder
- Open the file to view and print it for mailing
After saving the PDF, you must follow the steps to mail it to the CRA or mail it to Revenu Québec.
Best practices for managing tax returns
- Keep copies of your tax returns for at least six years
- Store PDFs in a secure location on your device or cloud storage
- Use the condensed version (Print tax return) for mailing to the CRA or Revenu Québec
- Use the full version (Save PDF) for your personal records
Frequently asked questions
How do I save specific pages of a PDF tax return?
Most PDF readers allow you to save select pages of a PDF. Follow these steps:
- Open your tax return PDF in your preferred PDF reader
- Locate the print function (usually File > Print)
- Locate the "Page Range" option (or similar wording)
- Select the option to choose a custom range (usually "Custom" or "Pages")
- Enter specific page numbers or ranges
- Select "Save as PDF" or a similar option to save the custom PDF
- Name the custom PDF and save it
You can then print the custom PDF with selected pages if you wish.
What should I do if I'm having trouble saving PDFs of my tax return?
If you need assistance saving PDFs of your tax return in Wealthsimple Tax, please contact Wealthsimple support.
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