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The Medical Practioner’s Role in Applying for the Disability Tax Credit

October 03, 2013

Submitting a successful application for the Disability Tax Credit relies on many factors. Three parties are actively involved in this process: applicants, professional Benefit Specialists (like the National Benefit Authority), and medical practitioners.


These are important contributors to securing the Disability Tax Credit. All parties work together for a unified purpose — to fill out the T2201 form, which is also known as the Disability Tax Credit Certificate. The form has two parts: the first part is filled out by the future beneficiary (person living with a disability) and the second part is filled out by a medical practitioner. Benefit Specialists ensure the appropriate information is included for standards set forth by the Canada Revenue Agency.

Having the applicant and Benefit Specialists work closely with the medical professional is especially important. This professional needs to have information about how a person’s disability affects day-to-day life. Information provided on part B (the medical practitioner’s portion) of the form is vital to submitting a successful application. Learn what part B requires, how to guide medical professionals through this process, and what additional information Benefit Specialists can provide.

Disability Tax Credit Certificate Part B

The second part of the Disability Tax Credit Certificate is incredibly important for a person seeking benefits. By talking candidly with a medical professional, it is possible for him or her to supply appropriate information. This portion is the section that is weighted heavily by the Canada Revenue Agency (CRA) when determining eligibility. Therefore, it is best to provide thorough information. In fact, the CRA often denies applications because there is too little or ineffective information provided by medical practitioners.

Choosing the Right Medical Professional to Complete the Disability Tax Credit Certificate

Some medical professionals offer special appointment times just to discuss the Disability Tax Credit. These consultations may be more thorough than other appointments. It is important to inform the office that this is your intent before showing up for the scheduled time because appointments of this nature often carry additional fees.

Before going into this meeting, be prepared by collecting personal information that is requested on the Disability Tax Credit Certificate. This is the best way to ensure part B of the T2201 form is accurate and valuable. For instance, it is important to know specific dates of when the disability effects began and intensified. Be sure to record how long the disability has been an inconvenience to day-to-day living.

Submitting a successful Disability Tax Credit Certificate can open up a world of possibility for a person living with a disability. Unfortunately, because this process greatly depends on the input of medical professionals – who may or may not understand the CRA’s requirements – Benefit Specialists are important parties used to guide them. This is why applicants often consult Benefit Specialists at the National Benefit Authority.

The National Benefit Authority is equipped with the information that is valuable to people with disabilities. They offer instructions that a person living with a disability needs to know in order to fill out the T2201 form right the first time.

Benefit Specialists at the National Benefit Authority offer free consultations. Call these professionals at 1888-389-0080 or fill out this online form:

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