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 (2020-2023 tax years)
- 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 documents or items from your tax return
- Understand average and marginal tax rates
- Submit additional information with your tax return
- Add sections to your Tax profile
