If you received a T3 or T5 slip for a joint investment account, you can share the slip information with another profile in your Wealthsimple Tax account. Here's how:

1. Add the appropriate T3 or T5 section to your profile
2. Enter the slip information:
   • Input all the boxes exactly as they appear on your T3 or T5 slip
3. Share the slip:
   • Navigate to the bottom of the slip entry where the If this is a joint account, your share % and Share with fields are
   • Enter your percentage and use the drop-down box to select the profile you want to share the slip with

Result: The slip information will now be reported in both tax profiles.

Important notes:

• If the other person is not filing a return under the same Wealthsimple Tax account, you don't need to select a different profile from the drop-down
• If they're filing using a different Wealthsimple Tax account, software or service, you can report your percentage and leave the Share with field empty

Remember:

• Only share slips for joint accounts where both individuals are entitled to report the income
• Ensure the income allocation accurately reflects each person's share of the investment

If you're unsure about how to allocate joint investment income or have complex investment situations, consider consulting with a tax expert.