In Wealthsimple Tax, you can save two types of PDF copies of your tax return: one for mailing to the CRA and another for your records. Here's how to access both:

Ensure your tax profile is complete and error-free

1. Go to the Review & Optimize section
2. Click the Review & Optimize button
3. Fix any errors in your profile (and your partner's, if linked)
4. Click Review & Optimize again

Saving a PDF copy to mail to the CRA

1. Navigate to the Submit section
2. Click the Print tax return button
   • This generates a condensed PDF with a barcode, preferred by the CRA for mailed returns
3. The PDF will be saved to your default download folder (usually Downloads)
4. Open the file to view and print for mailing

Saving a PDF copy for record-keeping

1. In the Submit section, click the Save PDF button
   • This creates a comprehensive PDF including the complete T1, Schedule 1, and all applicable forms
2. The PDF will be saved to your default download folder (usually Downloads)
3. Open the file to view or save it securely

Important notes:

• Both buttons appear only when your profile is complete and error-free
• For linked profiles, both should be complete before saving PDFs
• The full PDF (Save PDF) includes information not transmitted via NETFILE
• You can access PDFs of your previous year's tax returns in Wealthsimple Tax

Remember:

• 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
• Use the full version (Save PDF) for your personal records

If you need assistance saving PDFs of your tax return in Wealthsimple Tax, please contact Wealthsimple support.