For recent tax years, you can start or continue a tax return for:

• 2024
• 2023

Important:

• Wealthsimple Tax does not support filing for years before 2023
• For 2022 or earlier, use CRA paper forms

Accessing previous year returns:

1. Log in to your Wealthsimple profile
2. Select the Tax tab
3. Click File your tax return
4. Choose the desired profile
5. Click Account in the top right corner
6. Select My tax returns
7. View all returns created through Wealthsimple Tax

Tax years no longer supported:

• SimpleTax was taken offline in stages:
  • 2012-2016 returns: Deprecated in September 2023
  • 2017-2019 returns: Deprecated in August 2024
  • Clients were notified to download PDF copies for their records
• Wealthsimple Tax returns are not available for the following years
  • 2020-2022 returns: Deprecated in October 2025
  • We notified you to download PDF copies for your records
  • You can access and download your 2020-2022 tax return submissions
  • If you paper-mailed your return and no longer have a copy, please contact our support team

For 2017-2019 SimpleTax returns:

• Returns successfully submitted via NETFILE are available in Wealthsimple Tax accounts
• Find them in Account > My Tax Returns
• PDFs are encrypted with the password used at submission time
  • Passwords cannot be updated
• For some 2019 returns, the last saved version may be available if the submitted version can't be decrypted
• Data for returns not successfully submitted were not saved
• Underlying data is retained for PDF generation but may be deleted in the future

Remember:

• Keep copies of all tax returns and supporting documents for at least six years
• If you need access to a return that's not available, contact the CRA directly
• If you need to amend a tax return from before 2023, you can use your CRA My Account or a T1 Adjustment form

If you need assistance accessing a previous year's returns in Wealthsimple Tax, please contact Wealthsimple support. For questions about filing or amending returns for years not supported by Wealthsimple Tax, consider contacting the CRA.