{"id":486157,"date":"2026-03-03T15:36:15","date_gmt":"2026-03-03T20:36:15","guid":{"rendered":"https:\/\/milesopedia.com\/?p=486157"},"modified":"2026-03-03T15:36:20","modified_gmt":"2026-03-03T20:36:20","slug":"wealthsimple-tax","status":"publish","type":"post","link":"https:\/\/milesopedia.com\/en\/reviews\/products\/wealthsimple-tax\/","title":{"rendered":"Wealthsimple Tax: Review 2026"},"content":{"rendered":"\n<p><a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> is online tax software designed for Canadian taxpayers who want to file their tax returns simply. It is NETFILE-certified by the Canada Revenue Agency and Revenu Quebec. You can use it to submit your current year&#8217;s tax return directly online.  <\/p>\n\n<p>In this comprehensive review of Wealthsimple Tax, we analyze its pricing, plans, functionality, advantages, and disadvantages. We also compare it to <a rel=\"noindex\" title=\"Turbo Imp\u00f4t\" href=\"https:\/\/milesopedia.com\/go\/turbo-impot\/\" data-shortcode=\"true\">TurboTax<\/a> and other tax software in Canada. <\/p>\n\n<h2 class=\"wp-block-heading\" id=\"h-qu-est-ce-que-wealthsimple-impot\">What is Wealthsimple Tax?<\/h2>\n\n<p><a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> is the tax software developed by <a rel=\"noindex\" title=\"Wealthsimple\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple\/\" data-shortcode=\"true\">Wealthsimple<\/a>, a Canadian company specializing in online investing.<\/p>\n\n<p>The platform also offers <a rel=\"noindex\" title=\"Wealthsimple Placements autonomes\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-service-investissement\/\" data-shortcode=\"true\">self-directed investing<\/a> accounts, <a rel=\"noindex\" title=\"Wealthsimple - Portefeuilles de placements\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-portefeuilles-de-placements\/\" data-shortcode=\"true\">managed portfolios<\/a>, registered accounts like RRSPs and TFSAs, as well as savings accounts.<\/p>\n\n<p>Wealthsimple Tax therefore allows users to file their tax returns in the same place as their investments. The software is approved by the Canada Revenue Agency (<a href=\"https:\/\/www.canada.ca\/en\/revenue-agency.html\" target=\"_blank\" rel=\"noreferrer noopener\">CRA<\/a>) and Revenu Quebec as a <a href=\"https:\/\/www.canada.ca\/en\/services\/taxes\/income-tax\/personal-income-tax\/how-file\/tax-software\/send-return\/netfile.html\" type=\"link\" id=\"https:\/\/www.canada.ca\/fr\/services\/impots\/impot-sur-le-revenu\/impot-sur-le-revenu-des-particuliers\/comment-produire\/logiciel-impot\/envoyer-declaration\/impotnet.html\" target=\"_blank\" rel=\"noreferrer noopener\">NETFILE<\/a>-certified solution. <\/p>\n\n<p>Thus, you can submit your return electronically, without printing or mailing documents.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"h-combien-coute-wealthsimple-impot\">How much does Wealthsimple Tax cost?<\/h2>\n\n<p><a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> offers three plans tailored to different tax profiles.<\/p>\n\n<p>First, the Basic plan allows you to prepare a simple return and submit it via NETFILE. You choose the amount you wish to pay, including $0. <\/p>\n\n<p>Next, the Plus plan, costing $40 plus taxes, includes:<\/p>\n\n<div class=\"component component__list checkmarks\"><ul class=\"wp-block-list is-style-checkmarks\">\n<li>Up to eight returns<\/li>\n\n\n\n<li>All the benefits of the Basic plan<\/li>\n\n\n\n<li>Priority email support<\/li>\n\n\n\n<li>Audit protection<\/li>\n<\/ul><\/div>\n\n<p>It is free for Advantage clients.<\/p>\n\n<p>Finally, the Pro plan, costing $80 plus taxes, includes:<\/p>\n\n<div class=\"component component__list checkmarks\"><ul class=\"wp-block-list is-style-checkmarks\">\n<li>Nine or more returns<\/li>\n\n\n\n<li>All the benefits of the Plus plan<\/li>\n\n\n\n<li>Tax expert advice <\/li>\n<\/ul><\/div>\n\n<p>It is free for Generation clients. However, this plan is not offered to Quebec residents and is not available in French. <\/p>\n\n<p>So, if you&#8217;re wondering if <a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> is free, the answer depends on the chosen plan and your premium status.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"h-comment-faire-sa-declaration-avec-wealthsimple-impot\">How to file your return with Wealthsimple Tax?<\/h2>\n\n<p>If you are already a Wealthsimple client, you simply use your existing account. Otherwise, you must create an online account. <\/p>\n\n<p>Then, the software asks you questions tailored to your situation. It can automatically import your tax slips via the CRA, which simplifies filing your return for the tax year. <\/p>\n\n<p>Next, Wealthsimple automatically optimizes your tax return. Eligible credits and deductions are applied. <\/p>\n\n<p>Finally, you submit your return to the CRA and Revenu Quebec via NETFILE in a few clicks.<\/p>\n\n<p>If you are looking for how to file your taxes online in Canada, the process is simple and guided.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"h-wealthsimple-impot-vs-turboimpot\">Wealthsimple Tax vs. TurboTax<\/h2>\n\n<p><a rel=\"noindex\" title=\"Turbo Imp\u00f4t\" href=\"https:\/\/milesopedia.com\/go\/turbo-impot\/\" data-shortcode=\"true\">TurboTax<\/a> operates with a fixed pricing structure based on the complexity of the return.<\/p>\n\n<p>Conversely, <a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> offers greater pricing flexibility for simple returns.<\/p>\n\n<p>However, TurboTax offers more integrated support and more developed phone support.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-comparaison-avec-autres-logiciels-d-impot\">Comparison with other tax software<\/h3>\n\n<p>Other solutions exist, such as UFile or <a rel=\"noindex\" title=\"H&amp;R Block\" href=\"https:\/\/milesopedia.com\/go\/hr-block\/\" data-shortcode=\"true\">H&amp;R Block<\/a>.<\/p>\n\n<p>These platforms sometimes offer human assistance or specialized plans for self-employed individuals.<\/p>\n\n<p>Thus, the choice mainly depends on the complexity of your tax situation.<\/p>\n\n<p>For a complete comparison of tax software in Canada, consult our detailed guide on the <a href=\"https:\/\/milesopedia.com\/en\/guide\/tax-software-canada-best\/\" type=\"post\" id=\"254709\">best tax software<\/a>.<\/p>\n<aside class=\"component component__deferred_contents wp-block-milesgutenberg-deferred-contents\">\n\t\t\t\t<div\n\t\t\t\tdata-template='s-h'\n\t\t\t\tdata-post_type='post'\n\t\t\t\tdata-per_page='4'\n\t\t\t\tclass='deferred_container--preload container_post container_template--s-h container_count--1'\n\n\t\t\t\t\t\t\t\t\tdata-tag=\"post_id\"\n\t\t\t\t\t\t\tdata-post_ids=\"254693\"\n\t\t\t\t\t\t\t>\n\t\t<article class=\"post-preview\">\n\t<div class=\"post-preview-thumbnail\">\n\t\t<div class=\"shimmer shimmer-image\"><\/div>\n\t<\/div>\n\t<div class=\"post-preview-content\">\n\t\t<div class=\"simmer-bar-group\">\n\t\t\t<div class=\"shimmer shimmer-bar\"><\/div>\n\t\t\t<div class=\"shimmer shimmer-bar\"><\/div>\n\t\t<\/div>\n\t<\/div>\n<\/article>\t\t<\/div>\n\n\t\t<\/aside>\n\n<h2 class=\"wp-block-heading\" id=\"h-avantages-et-inconvenients\">Advantages and Disadvantages<\/h2>\n\n<h3 class=\"wp-block-heading\" id=\"h-les-avantages\">The Benefits<\/h3>\n\n<p>First, the interface is intuitive and suitable for simple to intermediate returns.<\/p>\n\n<p>Next, automatic import of tax slips simplifies tax filing.<\/p>\n\n<p>Moreover, simultaneous submission to the CRA and Revenu Quebec is fast.<\/p>\n\n<p>Finally, integration with Wealthsimple investment accounts simplifies tax management for investors.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-les-inconvenients\">The disadvantages<\/h3>\n\n<p>However, customer support remains primarily digital.<\/p>\n\n<p>Furthermore, the Pro plan is not offered to Quebec residents.<\/p>\n\n<p>Lastly, very complex or incorporated tax situations may require more specialized assistance.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"h-pour-qui-wealthsimple-impot-est-il-ideal\">Who is Wealthsimple Tax ideal for?<\/h2>\n\n<p><a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> is particularly suitable for employees, students, and retirees with a simple situation. It is also beneficial for investors already using Wealthsimple. <\/p>\n\n<p>If you invest with this platform, consult our <a href=\"https:\/\/milesopedia.com\/en\/personal-finance\/investing\/wealthsimple-invest\/\" type=\"post\" id=\"370506\">complete Wealthsimple analysis<\/a>.<\/p>\n<aside class=\"component component__deferred_contents wp-block-milesgutenberg-deferred-contents\">\n\t\t\t\t<div\n\t\t\t\tdata-template='s-h'\n\t\t\t\tdata-post_type='post'\n\t\t\t\tdata-per_page='4'\n\t\t\t\tclass='deferred_container--preload container_post container_template--s-h container_count--1'\n\n\t\t\t\t\t\t\t\t\tdata-tag=\"post_id\"\n\t\t\t\t\t\t\tdata-post_ids=\"371472\"\n\t\t\t\t\t\t\t>\n\t\t<article class=\"post-preview\">\n\t<div class=\"post-preview-thumbnail\">\n\t\t<div class=\"shimmer shimmer-image\"><\/div>\n\t<\/div>\n\t<div class=\"post-preview-content\">\n\t\t<div class=\"simmer-bar-group\">\n\t\t\t<div class=\"shimmer shimmer-bar\"><\/div>\n\t\t\t<div class=\"shimmer shimmer-bar\"><\/div>\n\t\t<\/div>\n\t<\/div>\n<\/article>\t\t<\/div>\n\n\t\t<\/aside>\n\n<p>Conversely, self-employed individuals with complex structures might prefer more specialized software.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"h-comment-payer-moins-d-impot-avec-wealthsimple-impot\">How to pay less tax with Wealthsimple Tax?<\/h2>\n\n<p>Tax software applies available credits, but tax planning remains essential.<\/p>\n\n<p>For example, RRSP contributions reduce taxable income. Charitable donations and certain medical expenses qualify for credits. <\/p>\n\n<p><a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> automatically optimizes your return based on the entered data.<\/p>\n\n<p>However, to further reduce your tax bill, consult our complete guide on strategies for <a href=\"https:\/\/milesopedia.com\/en\/personal-finance\/how-to-pay-lower-taxes-canada\/\" type=\"post\" id=\"248077\">paying less tax in Canada<\/a>.<\/p>\n<aside class=\"component component__deferred_contents wp-block-milesgutenberg-deferred-contents\">\n\t\t\t\t<div\n\t\t\t\tdata-template='s-h'\n\t\t\t\tdata-post_type='post'\n\t\t\t\tdata-per_page='4'\n\t\t\t\tclass='deferred_container--preload container_post container_template--s-h container_count--1'\n\n\t\t\t\t\t\t\t\t\tdata-tag=\"post_id\"\n\t\t\t\t\t\t\tdata-post_ids=\"259826\"\n\t\t\t\t\t\t\t>\n\t\t<article class=\"post-preview\">\n\t<div class=\"post-preview-thumbnail\">\n\t\t<div class=\"shimmer shimmer-image\"><\/div>\n\t<\/div>\n\t<div class=\"post-preview-content\">\n\t\t<div class=\"simmer-bar-group\">\n\t\t\t<div class=\"shimmer shimmer-bar\"><\/div>\n\t\t\t<div class=\"shimmer shimmer-bar\"><\/div>\n\t\t<\/div>\n\t<\/div>\n<\/article>\t\t<\/div>\n\n\t\t<\/aside>\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\">Bottom Line<\/h2>\n\n<p>In summary, <a rel=\"noindex\" title=\"Wealthsimple Imp\u00f4ts\" href=\"https:\/\/milesopedia.com\/go\/wealthsimple-logiciel-impot\/\" data-shortcode=\"true\">Wealthsimple Tax<\/a> is reliable tax software, NETFILE-certified by the CRA and Revenu Quebec.<\/p>\n\n<p>Its flexible model, tailored plans, and intuitive interface make it a relevant solution for many Canadian taxpayers.<\/p>\n\n<p>However, for complex tax situations, always compare with <a rel=\"noindex\" title=\"Turbo Imp\u00f4t\" href=\"https:\/\/milesopedia.com\/go\/turbo-impot\/\" data-shortcode=\"true\">TurboTax<\/a> and other tax software before choosing.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-wealthsimple-impot-faq\">Wealthsimple Tax &#8211; FAQ<\/h3>\n<aside class=\"component component__faq wp-block-milesgutenberg-faq\">\n\t\n<div class=\"component component__faq__item component__faq__item--opened wp-block-milesgutenberg-faq-item\">\n\t<div class=\"component__faq__item__title\">\n\t\t<h4 id=\"how_much_does_it_cost_to_file_taxes_with_wealthsimple_\" class=\"toc_exclude component__faq__item__title__heading\">\n\t\t\tHow much does it cost to file taxes with Wealthsimple?\t\t<\/h4>\n\t\t<i class=\"fas fa-chevron-down\"><\/i>\n\t<\/div>\n\t<div class=\"component__faq__item__content\">\n\t\t<div class=\"component__faq__item__content__inner\">\n\t\t\t\n\n<p>The Basic plan can be free. The Plus and Pro plans cost $40 and $80 respectively, plus taxes. <\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"component component__faq__item component__faq__item--opened wp-block-milesgutenberg-faq-item\">\n\t<div class=\"component__faq__item__title\">\n\t\t<h4 id=\"is_wealthsimple_a_legitimate_site_for_filing_taxes_\" class=\"toc_exclude component__faq__item__title__heading\">\n\t\t\tIs Wealthsimple a legitimate site for filing taxes?\t\t<\/h4>\n\t\t<i class=\"fas fa-chevron-down\"><\/i>\n\t<\/div>\n\t<div class=\"component__faq__item__content\">\n\t\t<div class=\"component__faq__item__content__inner\">\n\t\t\t\n\n<p>Yes. The software is NETFILE-certified by the CRA and Revenu Quebec.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"component component__faq__item component__faq__item--opened wp-block-milesgutenberg-faq-item\">\n\t<div class=\"component__faq__item__title\">\n\t\t<h4 id=\"what_are_the_disadvantages_of_wealthsimple_\" class=\"toc_exclude component__faq__item__title__heading\">\n\t\t\tWhat are the disadvantages of Wealthsimple?\t\t<\/h4>\n\t\t<i class=\"fas fa-chevron-down\"><\/i>\n\t<\/div>\n\t<div class=\"component__faq__item__content\">\n\t\t<div class=\"component__faq__item__content__inner\">\n\t\t\t\n\n<p>Support is primarily digital, and the Pro plan is not available in Quebec.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"component component__faq__item component__faq__item--opened wp-block-milesgutenberg-faq-item\">\n\t<div class=\"component__faq__item__title\">\n\t\t<h4 id=\"how_to_file_your_taxes_with_wealthsimple_\" class=\"toc_exclude component__faq__item__title__heading\">\n\t\t\tHow to file your taxes with Wealthsimple?\t\t<\/h4>\n\t\t<i class=\"fas fa-chevron-down\"><\/i>\n\t<\/div>\n\t<div class=\"component__faq__item__content\">\n\t\t<div class=\"component__faq__item__content__inner\">\n\t\t\t\n\n<p>Log in, import your slips, verify credits, and submit your return online.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"component component__faq__item component__faq__item--opened wp-block-milesgutenberg-faq-item\">\n\t<div class=\"component__faq__item__title\">\n\t\t<h4 id=\"can_i_get_my_tax_documents_via_wealthsimple_\" class=\"toc_exclude component__faq__item__title__heading\">\n\t\t\tCan I get my tax documents via Wealthsimple?\t\t<\/h4>\n\t\t<i class=\"fas fa-chevron-down\"><\/i>\n\t<\/div>\n\t<div class=\"component__faq__item__content\">\n\t\t<div class=\"component__faq__item__content__inner\">\n\t\t\t\n\n<p>Yes. You can import slips via the CRA or download your tax documents from your account.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"component component__faq__item component__faq__item--opened wp-block-milesgutenberg-faq-item\">\n\t<div class=\"component__faq__item__title\">\n\t\t<h4 id=\"is_wealthsimple_tax_free_\" class=\"toc_exclude component__faq__item__title__heading\">\n\t\t\tIs Wealthsimple Tax free?\t\t<\/h4>\n\t\t<i class=\"fas fa-chevron-down\"><\/i>\n\t<\/div>\n\t<div class=\"component__faq__item__content\">\n\t\t<div class=\"component__faq__item__content__inner\">\n\t\t\t\n\n<p>The Basic plan allows you to prepare and submit a simple return for free. The Plus and Pro plans are paid and offer additional services. <\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"component component__faq__item component__faq__item--opened wp-block-milesgutenberg-faq-item\">\n\t<div class=\"component__faq__item__title\">\n\t\t<h4 id=\"is_wealthsimple_tax_a_good_choice_for_filing_taxes_\" class=\"toc_exclude component__faq__item__title__heading\">\n\t\t\tIs Wealthsimple Tax a good choice for filing taxes?\t\t<\/h4>\n\t\t<i class=\"fas fa-chevron-down\"><\/i>\n\t<\/div>\n\t<div class=\"component__faq__item__content\">\n\t\t<div class=\"component__faq__item__content__inner\">\n\t\t\t\n\n<p>Yes, for simple to intermediate returns, the interface is intuitive and the software is NETFILE-certified. For complex situations, compare with other tax software. <\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<\/aside>","protected":false},"excerpt":{"rendered":"<p>Wealthsimple Tax is NETFILE-certified tax software by the CRA and Revenu Quebec. 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File your taxes online for free in Canada. Compare before choosing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/milesopedia.com\/en\/reviews\/products\/wealthsimple-tax\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealthsimple Tax: Review 2026\" \/>\n<meta property=\"og:description\" content=\"Wealthsimple Tax: Review, Pricing, and Security. File your taxes online for free in Canada. 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