Select "Yes" to Filing Together when starting a return. This ensures credits are applied automatically, and individual returns are filed accurately with the CRA.

After answering your personal questions, the "Spouse Information" section will appear.

Provide their:

Answer additional questions based on your responses

Select "Next" to save your updates.

Note: If filing separately and your spouse had income, CloudTax will generate the appropriate form to include in your return.

Select “Personal Info” in the navigation bar on the top.

Find the "Spouse Information" section in the left navigation panel.

Ensure your marital status is updated in the "Taxpayer Information" section as of December 31 of the tax year.

If your marital status changed during the tax year, you may still be eligible to claim shared credits for the part of the year you were together.

You must have consent from your (former) spouse or partner to claim transferable credits.

Reduce your tax liability

Maximize your deductions

Ensure accurate benefits and credits allocation