Are Referral Bonuses Taxable in Canada? (2026 CRA Guide)

Last updated: June 12, 2026 Author: WealthPerks Editorial Reviewed: Annually
Quick Answer

Cash referral bonuses are generally taxable income in Canada. Cashback and bill credits are not.

The CRA distinguishes between cash income (taxable) and discounts or rebates (not taxable). For small bonuses like the $25 Wealthsimple referral, many Canadians receive no T4A slip — but the income is still technically reportable on line 13000.

Disclaimer

This is general information, not tax advice. Tax treatment depends on your specific situation. Consult a CPA or tax professional for advice on your personal return.

The Short Answer by Bonus Type

The CRA does not have one blanket rule for "referral bonuses." The taxability depends entirely on what form the bonus takes and what triggered it.

Bonus TypeExampleTaxable?Where to Report
Cash referral bonus (financial platforms) Wealthsimple $25, Questrade $50 Usually Yes Line 13000 (Other Income)
Cashback rewards (shopping) Rakuten $30, credit card cashback Generally No Not reported
Bill credits / service discounts Public Mobile $10 off, EBOX $25 off No Not reported
Loyalty / reward points Credit card points, Aeroplan Generally No Not reported
Business referral income Referring multiple clients for commission Yes Self-employment income (T2125)
Free trades (investing platforms) Questrade free ETF trades Generally No Not reported (benefit in kind, de minimis)

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Cash Referral Bonuses from Financial Platforms

When you sign up for Wealthsimple, Questrade, Simplii Financial, or similar platforms using a referral code and receive a cash deposit in return, the CRA's general position is that this is taxable income.

Why the CRA considers it income

The bonus is not a discount off a service you purchased — it's a cash payment for an action you took (opening an account, making a deposit). Under the Income Tax Act, income from any source is taxable unless specifically exempted. Cash bonuses from financial institutions fall into this category.

The T4A question

Financial institutions must issue a T4A slip if they pay more than $500 in miscellaneous income to a single taxpayer in a calendar year. For most people with a single $25 Wealthsimple bonus or a $50 Questrade bonus, no T4A is issued.

Important

The absence of a T4A does not mean the income is not taxable — it means the institution isn't required to report it. The legal obligation to report rests with you, regardless of whether a slip is issued.

How to report it (if you choose to)

Report small cash referral bonuses on Line 13000 (Other Income) on your T1 General return. Add up all cash bonuses received in the year and enter the total. For the average Canadian collecting a few referral bonuses, this is typically under $200.

PlatformBonus AmountT4A Issued?Where to Report
Wealthsimple$25 CADUnlikely (below $500)Line 13000
Questrade$50 in free tradesNo (benefit in kind)Generally not reported
Simplii Financial$400 CADYes (above $500 threshold may apply)Line 13000
EQ Bank$20 CADNoLine 13000
Tangerine$50 CADUnlikelyLine 13000

Cashback and Bill Credits: Generally Not Taxable

The CRA takes a different position on cashback rewards and bill credits. These are treated as a reduction in the price you paid rather than new income.

Cashback (Rakuten, credit cards)

Rakuten cashback, credit card cashback, and similar rewards are considered a rebate or discount on purchases you already made. The CRA's longstanding position is that personal-use cashback on consumer spending is not taxable income. This has been confirmed through CRA technical interpretations.

Exception: If you earn cashback through a business (e.g., a business credit card), the cashback reduces your deductible business expenses — it's not added as income, but it reduces your expense deduction.

Bill credits (Public Mobile, EBOX, Hopp)

When you use a referral code to get $10 off your first Public Mobile plan or $25 off EBOX internet, you're receiving a discount on a service — not a cash payment. The CRA does not tax discounts on personal services.

Bottom Line for Most Canadians

If you're collecting referral bonuses for personal use across Wealthsimple, Questrade, Public Mobile, EBOX, and Rakuten, the total cash income is likely under $100/year. Declaring it on line 13000 adds almost nothing to your tax bill. Cashback and credits are not taxable at all.

When Referral Income Becomes a Business

If you run a website, social media account, or other channel specifically to earn referral commissions at scale, the CRA may classify your referral income as self-employment income — even if each platform calls it a "referral bonus."

The test the CRA uses: are you running a business activity with a profit motive and regularity? Key indicators:

  • You have a website or social media account that promotes referral codes
  • You earn commissions regularly from multiple people using your codes
  • You invest time and resources into growing referral income
  • You treat it as a side hustle or income stream

If this applies to you, report the income on a T2125 (Statement of Business Activities) as self-employment income. The upside: you can also deduct legitimate business expenses (hosting fees, domain costs, software tools, etc.) against that income.

TFSA and RRSP: Does Holding the Bonus Inside a Registered Account Change Anything?

The Wealthsimple $25 bonus is deposited to your Wealthsimple Cash account (not inside your TFSA or RRSP). This matters for taxes: the bonus is received outside of a registered account, so it is potentially taxable income regardless of what account type you opened.

If you then transfer the bonus into a TFSA, it counts toward your annual TFSA contribution room. Growth inside a TFSA is tax-free — but the initial bonus income, when received, may still be taxable.

FAQ: Referral Bonuses and Canadian Taxes

Cash referral bonuses from financial platforms (like the Wealthsimple $25 bonus) are generally considered taxable income by the CRA. They should be reported on Line 13000 (Other Income) on your T1 return. However, for small amounts under $500, no T4A slip is typically issued. Cashback rewards and bill credits are not taxable.
Technically yes, to be fully CRA-compliant. In practice, Wealthsimple does not issue a T4A for amounts under $500 and the CRA rarely audits small individual referral bonuses. If you choose to report it, add it to Line 13000 (Other Income) on your T1 General. The additional tax on $25 at a 20% marginal rate is $5 — a trivial amount.
No. Rakuten cashback is treated as a rebate or discount on personal purchases, not income. The CRA does not tax cashback on personal consumer spending. This is consistent with the tax treatment of credit card cashback rewards.
Yes, the Simplii $400 cash bonus is likely taxable. At $400 it is below the $500 T4A threshold so Simplii may not issue a slip, but the income is still reportable. Report it on Line 13000. At a 25% marginal rate the tax would be about $100 — still net-positive overall. See our Simplii Financial referral guide for full details.
Generally no, if the bonus is in points or miles. The CRA has historically not taxed loyalty points earned on personal spending. If a credit card gives straight cash (not points), that cash may be taxable income. Always check whether your bonus is structured as points vs. a cash deposit — the form matters.
If you systematically promote referral codes to earn commissions, the CRA may classify this as a business activity. You'd report income on T2125 as self-employment income — but you can also deduct legitimate business expenses (hosting, domain, content tools) against it. Consult a tax professional for your specific situation.
It doesn't. The $10 off your first Public Mobile plan is a discount on a service, not a cash payment. Discounts on personal services are not taxable income in Canada. Same applies to EBOX's $25 off and Hopp's 40% off first rides.

Summary: What You Actually Need to Do

For the typical Canadian collecting a handful of referral bonuses a year:

If you collected...Action
Cash bonuses under $100/year (e.g. Wealthsimple $25 + EQ Bank $20)Technically reportable on Line 13000. In practice, very low audit risk. Tax impact is minimal.
Simplii $400 cash bonusReport on Line 13000. May receive a T4A. Tax at 25% marginal rate = ~$100 — still worth it.
Rakuten cashback, credit card pointsNothing to report. Not taxable income.
Bill credits (Public Mobile, EBOX, Hopp)Nothing to report. Treated as a discount, not income.
Running a referral website earning commissions regularlyReport as self-employment income on T2125. Deduct eligible business expenses.

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