Wealthsimple Tax allows you to manage up to 20 tax profiles within your account. Here's how to add a new profile or switch between existing ones:

Adding a profile

Using the dropdown menu:

1. Look for the dropdown menu on the left-hand side in the top navigation bar of your Wealthsimple Tax profile (i.e. (your profile name)'s return)
2. Click on the menu to reveal options
3. Select an existing profile to switch to it, or
4. Click on Create a new return to create a new one
   
   • Follow the prompts to enter basic information
   • Select the tax year for the new profile

Switching between profiles

Option 1: Using the dropdown menu

1. Click the dropdown on the left-hand side in the top navigation bar of your Wealthsimple Tax profile (i.e. (your profile name)'s return)
2. Select the profile you want to work on

Option 2: Using the Account page

1. Click on Account in the top right corner of your screen
2. Select My tax returns
3. To access the profile and the relevant tax year you need, click on the link located in the left-hand column.

Important notes:

• Each profile represents a separate tax return
• You can have multiple profiles for different individuals or tax years
• Ensure you're working in the correct profile before entering tax information

Remember:

• A "profile" in Wealthsimple Tax is where you prepare a tax return
• The actual "return" is the document submitted to the CRA
• Keep track of which profile belongs to which individual and tax year

If you need assistance managing profiles in Wealthsimple Tax, please contact Wealthsimple support.