Below are common troubleshooting tips when importing your cryptocurrency transactions to Wealthsimple Tax.

• Connect your account to Wealthsimple as an existing Koinly user
• Import your cryptocurrency transactions if you have more than 500 transactions
• Import your transactions after being prompted to sign up for Koinly

Connect your account to Wealthsimple as an existing Koinly user

If you are an existing Koinly user, you will need to sign in to your Koinly account to import your crypto transactions. To sign in as an existing Koinly user, watch our how-to video or follow the steps below:

1. Log in to your Wealthsimple account
2. Select the Tax tab from the top menu
3. Start a new tax return or select your current tax return
4. Scroll down to Auto-fill your return  
5. Next to Crypto with other exchanges click on Import gains and losses
6. Select Continue
7. At the top of your screen, you will see a message asking Already have a Koinly account?
8. Click Sign in

If you proceed past this page, follow these instructions instead:

1. Log in to your Wealthsimple account
2. Select the Tax tab from the top menu
3. Start a new tax return or select your current tax return
4.  
5. Scroll down to Auto-fill your return 
6. Next to Crypto with other exchanges click on Import gains and losses
7. Select Continue
8. Select I agree
9. Scroll down to the bottom of the page and click Settings
10. At the top of your screen, you will see a message asking Already have a Koinly account?
11. Click Sign in
12. Enter your Koinly email and password and Sign in

Once you have signed in, you will need to enter your transactions through Koinly. Follow these steps to finish importing your information to Wealthsimple

1. Select Tax reports at the top of your screen
2. Under Pick a report type, select Wealthsimple report
3. Click Download report
4. Wait for your report to download, then select Add to Wealthsimple Tax Return
5. Your information will now be added to Wealthsimple

Import your cryptocurrency transactions if you have more than 500 transactions

Importing your crypto transactions is free if you have under 500 transactions. If you have more than 500 transactions, you will be brought to payment options. To import your cryptocurrency transactions if you have more than 500 transactions, watch our how-to video or follow the steps below:

1. Log in to your Wealthsimple account
2. Select the Tax tab from the top menu
3. Start a new tax return or select your current tax return
4. Scroll down to Auto-fill your return  
5. Next to Crypto with other exchanges click on Import gains and losses
6. Select Continue
7. Enter in your crypto transactions
8. You will receive a pop-up that you have reached your transaction limit and be prompted to sign up for Koinly
9. Enter your information to sign up and select Continue with Koinly

Once you have signed up, you will need to enter your transactions through Koinly. Follow these steps to finish importing your information to Wealthsimple

1. Select Tax reports at the top of your screen
2. Under Pick a report type, select Wealthsimple report
3. Click Download report
4. Wait for your report to download, then select Add to Wealthsimple Tax Return
5. Your information will now be added to Wealthsimple

Import your transactions after being prompted to sign up for Koinly

You will have to import your transactions directly from Koinly if you were prompted to sign up because you had more than 500 transactions. To import your transactions, watch our how-to video or follow the steps below: 

1. Log in to your Wealthsimple account
2. Select the Tax tab from the top menu
3. Start a new tax return or select your current tax return
4. Scroll down to Auto-fill your return 
5. Next to Crypto with other exchanges click on Check again
6. Select Continue
7. A popup will appear stating that you already have a Koinly account
8. Click Sign in 

Once you have signed in, you will need to enter your transactions through Koinly. Follow these steps to finish importing your information to Wealthsimple

1. Select Tax reports at the top of your screen
2. Under Pick a report type, select Wealthsimple report
3. Click Download report
4. Wait for your report to download, then select Add to Wealthsimple Tax Return
5. Your information will now be added to Wealthsimple