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In order to get approved for your Disability Tax Credit amount – which can be worth up to $20,000 for an adult or up to $50,000 for a child – you’ll need to submit your Disability Tax Credit certificate to the Canada Revenue Agency (CRA).
First, you’ll need to ensure you qualify for the Disability Tax Credit; you can review the Disability Tax Credit eligibility requirements here.
Completing the Disability Tax Credit certificate, or T2201 Application form, correctly is essential in order to receive your Disability Tax Credit refund.
Here’s what you need to know for a successful Disability Tax Credit application.
The first step in claiming your disability benefits is completing the Disability Tax Credit certificate (CRA Form T2201).
It’s crucial to ensure each section of the form is correctly filled out – a discrepancy can make your entire claim ineligible, or not worth what it can be, even if your disability or medical condition qualifies for the DTC.
We can help you complete the Disability Tax Credit certificate, positioning you best for a successful claim, and maximizing your retroactive disability credits. Our Benefit Specialists have helped over 40,000 Canadians successfully retrieve their retroactive credits. We have no upfront costs with our service – you only pay if we are successful.
You can also download and fill out your disability tax certificate directly from the CRA’s T2201 Form Disability Tax Credit page, including Braille and large text versions for visual impairments. The standard form is labeled “T2201-16E.”
Our Disability Tax Credit Specialists can help you quickly complete your Disability Tax Credit certificate, positioning you best for a successful claim, and maximizing your refund. Get Started Now!
There are two parts to the CRA’s Disability Tax Credit form that you must complete: Part A – which is filled out by you (and a sponsor), and Part B – filled out by your medical practitioner.
First, determine your Disability Tax Credit eligibility.
Section 1 is completed and signed by the person applying for the Disability Tax Credit. If the person applying for the Disability Tax Credit is the same person claiming the credit, then you can complete Section 1 and go straight to Section 3. Remember, you can still qualify for the Disability Tax Credit with no taxable income.
You will need to complete:
Section 2 is only necessary if the person applying for the Disability Tax Credit doesn’t have (enough) taxable income. This means someone else will claim your eligible credits, as this is a transferrable credit.
The person claiming the disability amount will need to provide:
Section 3 is where you choose to have your tax returns adjusted by the CRA, or through another service. The National Benefit Authority specializes in maximizing your tax returns and transferring credits to family members, getting the most out of your Disability Tax Credit retroactive refunds.
Section 4 is your authorization, where you sign and date the application.
Part B of your T2201 application is filled out by your medical practitioner. Pages 2-4 are completed on an as-applies basis, while each section on Page 5 (effects of impairment, duration, certification) is mandatory for a successful claim.
Eligibility for the DTC is not based on the medical condition itself. Your practitioner will need to certify the effects of your impairment in one of the following “basic activities of daily living”:
Only one medical practitioner can complete Part B.
If you have more than one impairment (or a combination), your medical practitioner needs to complete the “Cumulative effect of significant restrictions” section. If you don’t have access to a family doctor, other qualified medical practitioners are eligible to complete the form – see the list here.
Don’t forget to ask your medical practitioner to review the information with you to ensure accuracy when describing your restrictions. It’s important to know the differences between a marked and significant restriction.
If you decide to work with the NBA and our dedicated team of Disability Tax Credit Specialists, send us your T2201 Form. We’ll assess your Disability Tax Credit application, ensuring there are no discrepancies that will nullify or weaken your claim.
Alternatively, your signed and completed Disability Tax Credit certificate can be taken or sent to the closest Canada Revenue Agency Tax Centre (information found on the last page of the Disability Tax Credit certificate).
On average, it takes 6-8 weeks to hear back from the government regarding your disability benefits claim. In some cases, the CRA will send your medical practitioner a Clarification Letter – this is meant to ask your medical practitioner for more information about your disability. Depending on the sections your medical practitioner certified you for, this Clarification Letter can be anywhere from 3 to 20 pages, on average. Once your practitioner submits this to the CRA, it can be another 6-8 weeks to hear back about your DTC eligibility.
Once you’re accepted and are eligible to claim the Disability Tax Credit, it will take an average of 8 weeks or more to receive your retroactive credits. For future disability credits, you can simply claim them on your tax returns.
Note that the person who is eligible for the tax credit may not always be the one claiming the tax credit if they have no taxable income. In this case, they would need to transfer the credit over to a family member – we can help you with that!
If you’re denied the Disability Tax Credit you can re-apply, send in more medical documentation to support your claim, or appeal the decision.
If you work with The NBA, a part of our process includes reviewing any declined applications. We have a 66% success rate with previously declined Disability Tax Credit applications. Our specialty is knowing how to best position you for a successful claim – we maximize your tax returns to get the highest potential DTC claim!