Help Centre

Find information about SimpleTax and Wealthsimple Tax products

What data is available through Wealthsimple import?

Wealthsimple Tax can automatically complete parts of your tax return using the data from your tax slips issued by Wealthsimple. Here's a list of the data available.

Not all slips are available at the beginning of the tax season. The third column is when the information will be available for download.

Slip/data Description Available for download
T4RSP Statement of RRSP Income February 28
T3 Statement of Trust Income Allocations and Designations March 31
T5 Statement of Investment Income February 28
T5008 Statement of Securities Transactions February 28
RRSP Receipts Contribution receipts March 15

Other slips that may be issued but aren't yet available to be imported are:

  • T4A - Statement of Pension, Retirement, Annuity, and Other Income
  • T4RIF - Statement of Income From a Registered Retirement Income Fund
  • T5013 - Statement of Partnership Income
  • US 1099-DIV - Dividends and Distributions
  • RL-2 - Retirement and Annuity Income
  • RL-3 - Investment Income
  • RL-16 - Trust Income

You can access these slips in your Trade or Invest accounts.