To use Wealthsimple Tax, you must:

1. Be a resident of Canada
2. Have a Social Insurance Number

Wealthsimple Tax works with the CRA's NETFILE program and follows NETFILE restrictions.

Note: Wealthsimple Tax is only available on web. The mobile app is no longer supported.

Start filing as a Wealthsimple user

1. Log into your Wealthsimple account
2. Select Tax from the product options
3. Select the appropriate tax year
4. Select the relevant profile
5. Follow the prompts

Start filing as a new user

1. Go to my.wealthsimple.com
2. Click Sign up
3. Enter your email and create a password
4. Click Next
5. Select Tax from the product options
6. Choose I'm new to filing taxes with you
7. Follow the on-screen prompts to set up your account

File taxes with your partner

Use the same Wealthsimple Tax account and link your profiles for easier filing. Only one person needs to sign up to file together.

File multiple returns

You can prepare up to 20 returns per account, which aligns with the CRA's NETFILE limits.

Switch from other tax software

You can open a Wealthsimple Tax account if you previously used different tax filing software. However, we don't offer the ability to import information from other software.