Really great tax software at a really great price
No matter your tax needs, file with confidence and get the most out of your return for as little as $0.
We guarantee your maximum refund
Sophisticated features made simple
Effective yet easy-to-use, every tool you need to seamlessly optimize your return is built right in to our platform.
Filing that meets your needs
Taxes aren’t one size fits all. From spousal filing to audit protection, pick a plan that suits you best, and we’ll take care of the rest.
Transparent pricing
No hidden fees or surprise charges. Our filing options start at just $0, and include free access to any tax form you require.
Easy, accurate, and affordable filing
Effortlessly optimize credits and deductions
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. And if you already use Wealthsimple, your personal details will be transferred in just a few taps, too.
No sneaky fees on the forms you need
We do something other big tax brands don't: give you unlimited access to any form. Yes, even charitable donations, medical expenses, and investment income can be filed at no additional cost.
Pick the plan that’s right for you
Basic
Every powerful feature you need to file with confidence.
Guarantees your maximum refund
Optimizes credits and deductions for the best result
Pay what you want
Yes, even $0
Plus
Priority email support and audit protection for all of your returns.
All the Basic benefits
Audit protection
$40 + tax
Free for Premium clients
Pro
Enhance your experience with a one-on-one consultation from a tax expert.*
All the Plus benefits
Customized advice
$80 + tax
Free for Generation clients
*Pro plan is not available for residents of Québec or in French.
Technical support
| benefit | basic | plus | pro |
|---|---|---|---|
Email If you run into any technical issues, email us and we'll help you through them. Support does not extend to tax advice. | Standard (3 days) | Priority (1 day) | Priority (1 day) |
Benefits & support
| benefit | basic | plus | pro |
|---|---|---|---|
Numbers of returns Total 2023 tax return filings allowed per Wealthsimple account. | 2 | 8 | 9+ |
Maximum refund guaranteed Maximum refund guaranteed if you re-file your taxes before December 31, 2024 using a competitor's tax software and find a smaller payment due or larger refund when you enter identical information.
We will refund either (i) the purchase price or license fee for filing with that competitor's tax software, up to a maximum of $50 CAD, or (ii) any optional payment you made for the year, whichever is greater in value.
Subject to our terms and conditions. | |||
Year-round tax advice Our tax experts will keep you updated on changes in the Tax code and how you can plan ahead for next year's taxes. | Not included | ||
Audit protection As part of our Plus and Pro plans, our audit support service helps you in the event that any of your tax returns are reviewed or audited by the CRA or Revenu Québec. | Not included | ||
Expert advice As part of our Pro plan, you can book a one-on-one 30-min live consultation with a tax expert. They'll also follow up via email to answer any questions, review your return, and optimize your deductions.
Availability only guaranteed if booked before April 1, 2024. Not available for residents of Québec. | Not included | Not included |
Platform features
| benefit | basic | plus | pro |
|---|---|---|---|
Finds the most relevant credits and deductions for your return We figure out how much you should claim for each credit or deduction. If you're filing as a couple, we’ll also figure out who should claim what. | |||
Optimizes credits and deductions for the best results We search over 400 possible tax credits and deductions, and figure out which ones you should to claim to maximize your refund. | |||
Data security and privacy We help keep your data safe and we'll never sell it to third parties. | |||
Auto-fill your return with CRA imports Safely connect with your CRA My Account to automatically import all your tax forms directly. | |||
Deduct charitable donations Receive tax deductions for any qualifying charitable donations made in the previous year. | |||
Deduct medical expenses Receive tax deductions for any qualifying medical expenses incurred during the previous year for you, your spouse, or dependant. | |||
Claim investment and rental income Report investment and interest income from T5 and T3 slips.
Manage all the tax implications associated with rental property income and expenses. | |||
Capital gains reporting and tracking Report, manage and optimize capital gains and losses. | |||
Claim foreign income Report all foreign income (e.g. earned income outside of Canada) and claim the appropriate foreign tax credits on your return. |
This chart was last updated January 2024.
Curious about how we stack up against other tax filing options? See for yourself.
Fazi Kiani, Tax Expert
Make tax season feel stress-free
No matter which plan you're on, you can email with a member of our friendly support team at any time.
And if you're looking for a little extra guidance — like one-to-one consultations, year-round planning, and customized advice — you can upgrade plans to get direct access to a tax expert.
Get more as a Wealthsimple client
Bringing all your investments to Wealthsimple means better access to exclusive perks, including free upgrades to our Plus or Pro plans as a Premium or Generation client.
Your maximum refund awaits
Join the 1 million Canadians who use Wealthsimple Tax to file easily, efficiently, and affordably.
FAQs
Yes, the Basic plan is really Pay What You Want. Even $0! You can file up to 2 returns using Basic, and there are no restrictions on what you can file. All of your sources of income, like employment income, investment income, and self-employed income, are available in Basic. And any other deductions you have, like medical expenses, charitable donations, or childcare expenses are included, too.
If you refile your taxes before December 31, 2024 and find a better refund using a competitor’s tax software, we'll match it. When using a competitor's product you must enter identical information, and we'll refund either the purchase price or license fee for filing up to a maximum of $50 CAD, or any payment you made for the year (whichever is greater in value). You can learn more about our Maximum refund guarantee here.
You can file up to 2 returns in Basic, 8 returns in Plus, and up to 20 returns in Pro. The CRA has a limit of 20 returns per computer or online account for all NETFILE-certified tax software in Canada. This limit applies to each tax year.
You can file your taxes in Quebec using our Basic and Plus plans. Our Pro product is not available in Quebec.
You can file your taxes in French using our Basic and Plus plans. Expert review in the Pro product is available in English only.
Wealthsimple Tax's experts are seasoned tax professionals who have multiple years experience preparing Canadian tax returns. Many tax experts have experience working for firms such as TurboTax and H&R Block.
Wealthsimple is committed to protecting your information using the highest standards of security available. We use a wide range of safety features that help us protect your account including two-step verification and encryption. Also, Wealthsimple does not sell any of our client's data.
You can expect your refund within two weeks if you file online using NETFILE (and on or before the due date). With direct deposit you could get your refund faster. If you live outside of Canada or the CRA needs to do a detailed review, your refund could take longer.
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'll also need any documents you have to file, including receipts for medical expenses, charitable donations, or childcare expenses.
Yes, Wealthsimple Tax is certified by the Canada Revenue Agency (CRA) and Revenu Québec (RQ) as a NETFILE-certified Tax software platform in Canada.