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Our tax platform searches hundreds of credits and deductions to find the ones most relevant to you, then automatically applies them to help get you the best return. Save time and auto-fill your info. Easily import tax slips from the CRA or Revenu Québec in a matter of seconds.
Wealthsimple is the smart way to invest, trade, save, spend and file your taxes. Do more with your money with our smart financial tools and expert advice.
You can use a CRA-certified tax software to file your taxes online for both provincial and federal taxes. Once you complete your tax filing in one of these approved apps, the software will connect to NETFILE and submit your return electronically.
Login and password. Update your two-step verification (2FA) in Tax. Update your settings on Wealthsimple Tax.
Find your tax documents. Follow these steps to view your tax documents: Wealthsimple app Web. Sign in to the Wealthsimple app on your mobile device. Tap the Profile icon in the top right corner. Tap the gear icon in the top right corner. Select the Accounts menu item.
Downloading your tax slips from Wealthsimple. Follow the links below to download your tax slips from Wealthsimple. Get your tax slips for your managed investing & Save accounts; Get your tax slips for your self-directed investing accounts; Automatically import your tax information
Nov 15, 2023 · 1. Gather your tax documents. Grab your slips and receipts. If you aren’t sure what you need, you can use our handy checklist to collect all the documents that you’ll need to file your tax return. 2. Enter your personal information.
Apr 12, 2021 · Then, you enter your personal information (name, address, social insurance number, date of birth), just as you would on any tax-filing form. You also have the option of entering the NETFILE...
Go to my.wealthsimple.com and select Get started. Click Sign up on the web. Put in your email and create a password, then click Sign up. Select Tax from the product options. Choose I’m new to filing taxes with you and follow the prompts on-screen to set up your account.
Apr 4, 2023 · Here are the instructions for the Wealthsimple Tax Mobile app: 1. Download the Wealthsimple Tax mobile app. 2. Under the Login button, select “Sign Up.” 3. Select “I’m New To Filing Taxes With You.” 4. Login using your email and a unique password. 5. Start filing your return.
