If you're having trouble submitting your tax return in Wealthsimple Tax, follow these steps:
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Navigate to the Submit section in your profile
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Click on the Review & Optimize button
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Address any errors in the Review & Optimize > Errors section:
- Errors are indicated with a red sidebar
- Some errors have a "Fix it" button that takes you to the relevant section
- Others may ask you to confirm or adjust the entered information
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Check for red numbers next to section names in the left-hand navigation bar:
- These indicate potentially missing or incorrect information
- If a section with a red number doesn't apply to you, delete it
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After making changes, click the Review & Optimize button again to update the list of errors, warnings, and suggestions
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Review any warnings and suggestions (these won't prevent submission but are worth checking)
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Once all errors are cleared, click the Go to submit button to return to the Submit section
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Click the Submit tax return button to initiate the NETFILE process
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Select your plan:
- For the Basic plan (available for accounts submitting two returns or less), enter your contribution amount or $0 if you don't want to contribute
- Click the Proceed button
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Review your information, agree to the NETFILE terms and conditions, and click Submit
Important notes:
- Errors must be cleared before you can submit your return
- Changes to your entries require re-running the Review & Optimize function
- The receipt for your payment is not a confirmation of submission
Remember:
- Double-check all information before submitting
- Keep all tax documents and receipts for your records
If you need assistance navigating the software or have questions about where to enter specific information, please contact Wealthsimple support.
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