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  1. Help Centre
  2. File Taxes
  3. Getting started
  4. Using Wealthsimple Tax

Using Wealthsimple Tax

  • File an election using Wealthsimple Tax
  • Access and file taxes for previous years
  • What data is available through Auto-fill my return?
  • Understand why your refund or balance isn't changing
  • Understand refund changes after using Review & Optimize
  • Auto-fill a tax return as an authorized CRA representative
  • Troubleshoot saving your tax return
  • Report workers' compensation or social assistance payments
  • Add a profile or switch between profiles in Wealthsimple Tax
  • Rename a Tax profile
  • Remove a source country from foreign income reporting
  • Enter a PO Box or RR number in your tax return
  • Lock optimization results in your tax profile
  • Understanding the Wealthsimple Tax Optimizer
  • Prepare a nil return (zero income tax return)
  • Find a specific line number on your tax return
  • Remove a section or slip from your tax return
  • Understand average and marginal tax rates
  • Submit additional information with your tax return
  • Add sections to your Tax profile

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