After completing your tax information in Wealthsimple Tax, follow these steps to review and submit your return:

Review your Tax profile

1. In the Review & Optimize section, click the Review & Optimize button
2. Wealthsimple Tax will analyze your entire profile and display:
   • Errors: Must be corrected before submission
   • Warnings: Uncommon entries that require double-checking
   • Suggestions: Potential credits or deductions to maximize your refund

Address issues:

1. Errors: Click for explanation
2. Warnings and Suggestions: Review and dismiss if not applicable
3. For linked profiles: Correct errors in both profiles before submission

Tip: A negative number in the Summary > Amounts table indicates a balance due.

Submit your return

Via NETFILE:

1. Click Submit in the left menu
2. Click the Review & Optimize button
3. Address any remaining issues
4. Click Submit tax return
5. Confirm details and accept NETFILE Terms and Conditions
6. Follow through the steps on screen until you've received a confirmation number

For Québec residents: Repeat the process for your Québec return in the Submit Québec Tax Return section.

By mail:

If you're ineligible for NETFILE or prefer to mail your return:

1. Click Submit in the left menu
2. Click the Review & Optimize button
3. Address any remaining issues
4. Click on the Print tax return button to download the T1 Condensed format (required by CRA)

For Québec residents: you'll need to print and mail the TP-1 to Revenu Québec.

Confirm submission

• For NETFILE: Save the confirmation number provided after submission
• Each submission (federal and Québec) has a unique confirmation number

Remember:

• Keep all tax-related documents for at least six years
• Processing time: 8 weeks for CRA paper returns, 4-6 weeks for Québec paper returns

If you need assistance reviewing or submitting your tax return in Wealthsimple Tax, please contact Wealthsimple support. For questions about your specific tax situation or filing requirements, consider consulting with a tax expert.