To get started with a Tax account, you must be a resident of Canada and have a Social Insurance Number. Wealthsimple Tax is designed specifically for use only with the CRA’s NETFILE program and is subject to the NETFILE restrictions.
Once you are ready to open a Tax account, follow the steps based on your situation below —
If you are already a Wealthsimple user
- Log into your Wealthsimple account at my.wealthsimple.com
- Select Tax from the product options
- This will automatically open a Tax account for you
- Log in to your Tax mobile app using your Wealthismple credentials
- Logging in will automatically open a Tax account for you
If you are new to Wealthsimple and never used SimpleTax
- Go to my.wealthsimple.com and select Sign up
- Put in your email and create a password
- Select Tax from the product options
- Choose I’m new to filing taxes with you and follow the prompts on-screen to set up your account
- Download and open the Wealthsimple Tax mobile app
- Select Sign up under the Log in button
- Choose I’m new to filing taxes with you
- Create your login with an email and password and Get started
Frequently asked questions
Should my partner and I use the same Tax account?
If you have a partner, the easiest and fastest way to prepare your returns is to use the same Wealthsimple Tax account and to link your returns. This means that only one of you needs to sign up for Tax to file together. Because of the way we encrypt your data, you aren’t able to link returns from different accounts.
Can more than one person use the same account?
Yes, you can have up to the NETFILE limit of 20 returns per account. In other words, you can prepare returns for up to 20 people using a single email address.
Can I open an account with Wealthsimple Tax if I previously used a different tax filing software?
Yes. However, we don’t currently offer the ability to import information from other tax filing software.
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