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How to Join or Unlink Your Account with Your Partner (CloudTax)

Managing your tax return with your partner is simple and flexible. You can link (join) your accounts to file together, or unlink them at any time if your situation changes.

Written by Arani Tharmalingam
Updated this week

🔗 How to Join Your Account with Your Partner (Web)

Follow these steps inside your return:

  1. Go to My Profile

  2. Find the question:
    “Do you want to prepare jointly with your spouse?”

  3. Select Yes

  4. You will be prompted to:

    • Select an existing partner profile (if your partner already has an account), or

    • Create a new partner profile (enter their details and link it)

Once completed, your accounts will be linked and you can proceed with a joint return.

🔓 How to Unlink Your Partner (Web)

If you no longer want to file together:

  1. Go to My Profile

  2. Find:
    “Do you want to prepare jointly with your spouse?”

  3. Select No

This will unlink the partner profile and switch your return back to an individual filing.

📱 How to Join or Unlink on Mobile

On the mobile app:

  1. Tap the ☰ (three lines) menu on the top left

  2. Tap the profile icon on the top right

  3. Go to My Profile / Personal Info

  4. Find:
    “Do you want to prepare jointly with your spouse?”

  5. Select:

    • Yes to join accounts

    • No to unlink accounts

Helpful Notes

  • You can switch between joint and individual at any time before submitting

  • Linking allows better optimization of credits and benefits

  • Each partner maintains their own profile, even when linked

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