The optimizing tools are what separates Wealthsimple Tax from some of the free online tax filing services out there. It’s adding a layer of simple but important tax advice or strategy. When you hit submit, it will connect with CRA and submit your return via NETFILE. You don’t need to...
The optimizing tools are what separates Wealthsimple Tax from some of the free online tax filing services out there. It’s adding a layer of simple but important tax advice or strategy. When you hit submit, it will connect with CRA and submit your return via NETFILE. You don’t need to...
2) All investors can make use of Wealthsimple Tax that allows clients to quickly and easily file their own tax returns for FREE each year. It’s sort of like an in-house Turbo Tax.3) Access to Wealthsimple Save, which is a High Interest Savings Account option. Canadians could open up ...
After a final review of the details you’ve entered, you can submit your tax return using the NETFILE function available with the service and receive your refund in two weeks if you have a direct deposit with the CRA. Wealthsimple Features The most recent version of Wealthsimple Tax offers t...
Although it won’t reduce your taxes this year, you could open a TFSA to allow your investments to start growing tax-free. Any resident of Canada who has a valid SIN and who is at least 18 years of age is eligible to open one. Once you do file taxes, you’ll know exactly how ...
An RESP is a tax-advantaged savings account for a child’s future education, funded by the Canadian government. Here’s how to save using an RESP. Accounts to save for retirement By The Editors 4 min read Learn what accounts can help you better save for retirement and what to do with...
The simplest way to import historical trades to Sharesight is by creating and formatting aspreadsheet filefilled with trades from your trading account. This is especially useful if you need to upload a large number of trades. As long as the file contains all therequired information, you can up...
Your investments can still grow tax-free even though you aren’t contributing Ideal for keeping your retirement money off-limits until you really need it Get more as your wealth grows Unlock access to benefits and rewards from one of our trusted partners, like Uber, Strava, Headspace, and mor...
Contributions made from March-December in each year are reported in the calendar year they are made. Contributions for the first 60 days of the next year must be claimed on the previous year's tax return, but can be carried forward and used on the same calendar year's return. ...
We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services...