Review and submit your return

Review your return

Once you have successfully completed your return with Wealthsimple Tax, you will need to review and submit your return.

You can review a summary of your return by following the steps below:

Web Mobile app
  1. Log into your Wealthsimple account at my.wealthsimple.com
  2. Select Tax from the product options
  3. Select the appropriate tax year
  4. Select the profile you want to review
  5. Click on Summary on the left-hand side of your screen
  6. Here you will see a summary of your Amounts and Documents
  7. Review this information to ensure it is correct
  1. Log in to your Tax mobile app
  2. Select the appropriate tax year
  3. Select the profile you want to review
  4. Tap Your return at the bottom of the screen
  5. Choose the Summary menu option
  6. Here you will see a summary of your Amounts and Documents
  7. Review this information to ensure it is correct
Tip: A negative number in the Amounts table means you have a balance due. If you have a balance due, you will need to make a payment to the CRA or Revenu Québec.

Submit your return

Once you’ve reviewed your return and everything looks correct, you can submit your return. You can either submit your return online via NETFILE, or through the mail.

Submit your return through NETFILE

When submitting your return through NETFILE, you do not need to include any slips or receipts. However, make sure to keep these on file for seven years in case the CRA or Revenu Québec asks to see them.

To submit your return online through NETFILE, follow the steps below:

Web Mobile app
  1. Log into your Wealthsimple account at my.wealthsimple.com
  2. Select Tax from the product options
  3. Select the appropriate tax year
  4. Select the profile you want to review
  5. Click Submit on the left-hand side of your screen
  6. Click Review and optimize your return
  7. Make sure to fix any errors you’re receiving after reviewing and optimizing your return
  8. Click Submit tax return
  1. Log in to your Tax mobile app
  2. Select the appropriate tax year
  3. Select the profile you want to review
  4. Tap Your return at the bottom of the screen
  5. Choose the Submit menu option
  6. Tap Review and optimize your return
  7. Make sure to fix any errors you’re receiving after reviewing and optimizing your return
  8. Tap Submit tax return

Submit your return through the mail

If you are not able to submit your return through NETFILE, you can mail in your return instead.

Note: you will not be able to save a PDF for the current tax year until NETFILE has opened.

Save and print your return

To save your return, follow the instructions below: 

Web Mobile app
  1. Log into your Wealthsimple account at my.wealthsimple.com
  2. Select Tax from the product options
  3. Select the appropriate tax year
  4. Select the profile you want to review
  5. Click Submit on the left-hand side of your screen
  6. Click Review and optimize your return
  7. Make sure to fix any errors you’re receiving after reviewing and optimizing your return
  8. Click Print tax return and the return to be mailed to the CRA will download to your device
  1. Log in to your Tax mobile app
  2. Select the appropriate tax year
  3. Select the profile you want to review
  4. Tap Your return at the bottom of the screen
  5. Choose the Submit menu option
  6. Tap Review and optimize your return
  7. Make sure to fix any errors you’re receiving after reviewing and optimizing your return
  8. Click Print tax return and the return to be mailed to the CRA will download to your device
Note: The Save PDF button can be used to save a full copy of your return for your records instead of the Condensed tax return CRA requires. For 2021 and earlier years, use the return downloaded under the Save PDF to mail to CRA.

Once you have saved your return, you can print and mail it in.

CRA Revenu Québec
  1. Review each page
  2. Include copies of the required slips and receipts (if applicable)
  3. Sign the necessary pages (e.g. page 8 of your T1 General)
  4. Mail everything to your CRA tax centre

It generally takes the CRA four to six weeks to process a paper return.

Your printed return must be in a specific format (form TPF-1).

  1. Click the Print tax return button in the Submit Québec Tax Return section.
  2. Sign and date form TPF-1.W-V.
  3. Include copies of the required slips and receipts if applicable.
  4. Mail everything to Revenu Québec.

It generally takes Revenu Québec four to six weeks to process a paper return. If you don’t see the Print tax return button it means that you’re eligible for NetFile Québec and should file online. You can also save a copy of your return for your records using the Save PDF button.

Confirm you submitted your return

Immediately after you submit your return, you will receive a message confirming the date and time it was received along with a confirmation number unique to that submission. Your federal and Québec tax returns will each have their own confirmation number once each has been submitted to the respective government.

Note: The confirmation for the latest submission you made will appear in the Submit section. It's always a good idea to save each confirmation number for your records.

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