SimpleTax Help

How do I link my return with my partner’s?

As you are completing the About You section of your tax return, you’ll come to the You and Your Family heading. Use the dropdown box to indicate that you are married or common-law and new inputs will appear.

If your partner already has a SimpleTax profile, use the dropdown box to select your partner. This will link your returns.

If your partner doesn’t yet have a SimpleTax profile, click the grey Create a new profile for your partner buttonselect Add partner... from the bottom of the dropdown list. This will create a new profile for your partner and create a link between your returns.

As you complete the About You section of your tax return, you’ll come to the You and Your Family heading. Use the dropdown box to indicate that you are married or common-law, then indicate that yes, you want to prepare your returns together. Follow the instructions in the pop-up to link your returns.

You can only link returns that are in the same account.