Applying for the Disability Tax Credit
So you have a diagnosis now what?
The Disability Tax Credit (DTC) is a non-refundable tax credit that helps individuals with disabilities or their supporting persons reduce the amount of income tax they may have to pay. This guide will walk you through who can apply, how to apply, what to expect if denied, and what to expect if approved.
Step One
Who Can Apply for the DTC?
To qualify for the DTC, an individual must have a severe and prolonged impairment in physical or mental functions, which must be certified by a qualified medical practitioner. The impairment must meet the following conditions:
Eligibility Criteria
Severe: The impairment markedly restricts the individual in at least one basic activity of daily living.
Prolonged: The impairment has lasted, or is expected to last, for a continuous period of at least 12 months.
Who Can Apply
Individuals with Disabilities: You can apply for yourself if you meet the eligibility criteria.
Supporting Persons: A family member or caregiver can apply on behalf of the person with a disability.
Step Two
How to Apply For the DTC
Apply for the Disability tax credit can be daunting but it’s surprising easy once you understand the main steps and have prepared resources in advanced.
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Obtain Form T2201
Download the Disability Tax Credit Certificate (Form T2201) from the Canada Revenue Agency (CRA) website or pick up a copy from a CRA office. You can find it here.
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Fill Out Part A
Applicant’s Information:
Complete Part A of the form with personal details such as name, address, and Social Insurance Number.
Consent Section:
Ensure you sign the consent section to allow the CRA to communicate with your medical practitioner if necessary.
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Medical Practitioner Completes Part B
Choose the Right Practitioner:
Depending on the impairment, select a qualified medical practitioner. This could be a medical doctor, optometrist, audiologist, psychologist, occupational therapist, speech therapist or physiotherapist.
Have Them Complete Part B: The medical practitioner must provide details about the impairment and certify its severity and duration.
Possible Fees: Be aware that medical practitioners may charge a fee for completing the form, which is not reimbursed by the CRA.
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Submit the Application
Submit Part A Online:
Submit Part A online and give your medical practitioner your reference number and this link to fill out Part B
Mail the Form:
Send the completed Form T2201 to your nearest CRA tax centre. Addresses are listed on the CRA website.
Keep Copies:
Make copies of all documents for your records.
No Deadline:
There is no specific deadline, but earlier submission ensures timely processing.
Join Us for a Free DTC Workshop
Join Us for a DTC Workshop with Audrey Deutschmann! Audrey is the Community Engagement Specialist with BC Disability Alliance and the Plan Institute and specializes in this application process for children under 19.
January 26th, 2pm at GIFTS*
(*child care is not provided at this time.)