easy-to-use tax software
Tax filing trusted by over 2 million Canadians
Do it yourself or call in an expert. However you file, your max refund is guaranteed — starting from $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 into our platform.
Filing that meets your needs
Taxes aren’t one size fits all. From spousal filing to audit protection, pick a plan that best suits your needs, 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
Search hundreds of credits and deductions to find what applies to you, then automatically apply them to get your maximum refund.
Save time and auto-fill your info
Import tax slips from the CRA or Revenu Québec in seconds. And if you’re already a client, your personal details will be transferred in just a few taps.
No hidden fees on the forms you need
Unlike other platforms, you get unlimited access to every form. Yes, even donations, medical expenses, and investment income are covered — no paywalls.
Pick the plan that’s right for you
Basic
Do-it-yourself filing with 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
Do-it-yourself filing with extra protection to give you complete peace of mind.
All the Basic benefits
Priority email support
Audit protection
$40 + tax
Free for Premium clients
Pro
Do-it-with-me filing with one-on-one guidance from a tax expert.*
All the Plus benefits
Year-round access to tax experts
Customized advice
$80 + tax
Free for Generation clients
*Pro plan is not available for residents of Québec or in French.
Technical support
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
Benefits & support
| benefit | basic | plus | pro |
|---|---|---|---|
Number of returns Total 2025 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, 2026 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 6, 2026. Not available for residents of Québec. | Not included | Not included |
Platform features
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 December 2025.
All the tax information you need, none of the headaches. Read the guide.
Clint Lacroix, Tax Expert
Make tax season feel stress-free
Wealthsimple Tax is so easy to use, most Canadians file confidently on their own. But if you need a little extra help, we’ve got you covered. Every plan includes email support, and you can upgrade to Pro for one-on-one guidance from 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 when you qualify as a Premium or Generation client.
Your maximum refund awaits
Join over 2 million Canadians who use Wealthsimple Tax to file easily, efficiently, and affordably.
FAQs
Is the Basic plan really Pay What You Want? What’s the catch?
Is the Basic plan really Pay What You Want? What’s the catch?
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.
How can you guarantee a maximum refund?
How can you guarantee a maximum refund?
If you refile your taxes before December 31, 2026 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.
How many returns can I file?
How many returns can I file?
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.
*Can I file my taxes in Quebec?
*Can I file my taxes in Quebec?
You can file your taxes in Quebec using our Basic and Plus plans. Our Pro product is not available in Quebec.
*Can I file my taxes in French?
*Can I file my taxes in French?
You can file your taxes in French using our Basic and Plus plans. Expert review in the Pro product is available in English only.
What qualifications do Wealthsimple Tax experts have?
What qualifications do Wealthsimple Tax experts have?
Wealthsimple Tax's experts are seasoned tax professionals who have multiple years of experience preparing Canadian tax returns. Many experts have experience working at other leading Canadian tax firms.
Is my personal information safe with you?
Is my personal information safe with you?
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.
When will I get my refund?
When will I get my refund?
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.
I'm switching to Wealthsimple Tax. What do I need?
I'm switching to Wealthsimple Tax. What do I need?
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.
Are you CRA- and NETFILE-certified?
Are you CRA- and NETFILE-certified?
Yes, Wealthsimple Tax is certified by the Canada Revenue Agency (CRA) and Revenu Québec (RQ) as a NETFILE-certified Tax software platform in Canada for tax years 2023–2024.