Changes to our Privacy Policy and Terms of Service

We want to start off by saying that providing the best tax software to all Canadians, regardless of their financial situation, is what is most important to us — and always will be. We understand that change can be scary, especially when it comes to your personal information. That’s why we wanted to address some of the concerns you’ve shared, and clarify some important things about the changes to our Privacy Policy.

  1. This change is completely within your control. You can log in to your SimpleTax account and opt out of the data usage changes at any time. You can do this by going to your Account page, and then unchecking ‘Your tax return’ under the Data section. If you do opt out, all of your SimpleTax return data will remain encrypted with your password as the key.
  2. This change gives you even more control over your data. Now you have the option of opting out of anonymous data collection, too. This aggregate data doesn’t include any personally identifiable information. We use it for analysis, to help us understand our customers and deliver the best products. But you can also opt out of this in the same Data section mentioned above.
  3. We don’t sell your return data. We’re in the business of making it simple to file your taxes; we’re not in the business of selling data to third parties.
  4. These changes do not apply to previous tax year data. Your data from 2012-2018 will remain encrypted with your password, regardless of your data consent.
  5. If you do opt-in to the new policy, your data is still encrypted. The difference is that we will be able to decrypt your data without your password.

We’ve made these changes because we believe they’ll help us deliver an even better product and service experience to you. But if you choose to delete your account (which we hope you don’t) you can do so by logging in, going to the Account page, and clicking the red ‘Delete your account’ button. This will permanently delete any data associated with your return, and all your personal data, from SimpleTax.

If you have any questions, we’re always here to help. Just email hello@simpletax.ca.

SimpleTax + Wealthsimple

SimpleTax + Wealthsimple

We fundamentally believe everyone should be able to do their own tax return. That’s why, seven years ago, we set out to build the best tax software in Canada. Well, we think we’ve done it: we made doing your taxes friendly, fast, and fun.

But, we’re not done yet. While filing your tax return is a blast, your taxes are just one part of your bigger financial picture. That’s why we’re thrilled to announce we’ve joined Wealthsimple.

If you’re not already familiar with Wealthsimple, they’re on a mission to help everyone achieve financial freedom. They make simple, sophisticated, and affordable financial products available to everyone.

Sound familiar? We think so.

You probably have a lot of great questions. So, here goes:

Who is Wealthsimple?

Wealthsimple is a financial company on a mission to help everyone achieve financial freedom. They do that by making simple, sophisticated, and affordable financial products—like a high interest savings account, low cost investment solution and commission-free trading platform—available to everyone.

Who is SimpleTax?

Really?

Will I need to find new, inferior tax software?

Don’t worry, we’re not going anywhere! We’re hard at work on our 2019 version.

Can I still pay what I want this year?

Yes. SimpleTax will still be pay what you want.

How will I access my SimpleTax account?

The same way as always. Log in to your SimpleTax account using your email address and password.

Ok, but I also have a Wealthsimple account. What about that?

They will be two separate accounts, for now.

Will my data still carry forward from previous tax years?

You bet!

Who will have access to my data?

You are still the only person who can access your account. Wealthsimple will not have access to your tax return data without your explicit consent.

Where will my data be stored?

Your data will continue to reside in Canada.

What's happening to the SimpleTax team?

We’re still here.

Is Wealthsimple Canadian?

Wealthsimple is a Canadian company. They’re headquartered in Toronto.

What does "joining Wealthsimple" mean?

Wealthsimple acquired 100% of the shares of SimpleTax. In other words, we are now wholly owned by Wealthsimple.

I already use Wealthsimple! Does this mean I'll be able to import my trading summaries, adjusted cost base information, and RRSP information?

Eventually! We’ve got big plans.

This hopefully answers your questions. If there’s anything we missed, or if you just want to say hello, send us an email. As always, we’re here to help.

Your friends at SimpleTax
Alex, Allison, Caroline, Clint, Fumie, Jonathan, Kelly, and Nik

Get More 💰 With the Climate Action Incentive

Great news for residents of Manitoba, New Brunswick, Ontario, and Saskatchewan: you almost certainly qualify for the climate action incentive, a new refundable credit. This means a bigger tax refund, woo-hoo!

The amount you’ll get depends on your province of residence and the size of your family. For instance, a single person in New Brunswick will get $128 while someone in Saskatchewan with a spouse and three kids will get $685.

What’s the catch? Starting in April 2019, residents of these provinces will be charged a new federal carbon tax. This means that things like gas for your car and your heating bill will become more expensive. The climate action incentive is intended to compensate you for these increased expenses, however the federal government estimates that 8 out of 10 families will actually be better off.

Claiming this credit is as easy as answering “Yes” with SimpleTax.

Still have questions? Here’s a help post with all the deets.