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It's quick and easy to get started with Wealthsimple Tax. If you're a Wealthsimple client, we'll automatically enter some data that we have on file, like your name and address. If you have a CRA My Account, you can auto-fill all of the information the CRA has there for you, like your T4 or T5 slips.
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.
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.
Login and password. Update your two-step verification (2FA) in Tax. Update your settings on Wealthsimple Tax.
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
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.
Please enter your income, deductions, gains, dividends, and taxes paid to get a summary of your results. These calculations are approximate and include the following non-refundable tax credits: the basic personal tax amount, CPP/QPP, QPIP, and EI premiums, and the Canada employment amount.
Apr 12, 2021 · First, verify your email address. 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...
Jan 30, 2024 · When you log into your Wealthsimple account, click the “Taxes” option in the top menu bar, and you’ll be taken to Wealthsimple Tax through the Wealthsimple portal. Finally, 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.
