How do you apply for the Disability Tax Credit?

There are four steps in applying for the Disability Tax Credit (DTC)

  1. You or your family member must complete Part A of the DTC Form (also called the T2201). You can find the DTC on-line here: http://www.cra-arc.gc.ca
  2. Depending on your disability, take the form to one of these people: your family doctor, optometrist, audiologist, occupational therapist, physiotherapist, psychologist or speech/ language pathologist. Ask them to fill out the form. You may need to pay for this.  When you call to make an appointment, let the receptionist know what it is for and ask how much it will cost.
  3. Get the signed form back from your practitioner.  You want to be the person to send it in. If you don’t agree with what the practitioner has written, or feel they have missed information, you can then choose to take it to another practitioner or get some professional help.
  4. Take the signed form to a Canada Revenue Agency Tax Centre— You can find a list of locations or call 1 800 622-6232 to find the one nearest you.

Talking to your Health Practitioner

Your practitioner has an important job to do.  They must fill the form out right for you to get the DTC. If they don’t include enough information, or miss anything, this could be a problem. If you are unsure about your practitioner or do not know them very well, you may want to get professional help to apply for your DTC—such professionals will help the practitioners to fill the forms out correctly.

When you see your practitioner, make sure your practitioner understands what your challenges are. Also, tell your practitioner how important the DTC is for your future. Many practitioners will not know about the RDSP and the difference it will make to your life. If they know more about it, they may take extra care in filling out your form. We have included a brief outline of the RDSP that you can give to your practitioner, so they can learn more about it.

What happens after you submit the Form T2201?

You wait. On average, it takes 6-8 weeks to hear back from the government. If you are rejected, you will get a letter explaining why you were turned down. You can either send the form in again with another practitioner, or make a formal objection. If you would like to launch a formal objection, look at the CRA website on how to do this or ask a professional DTC provider for assistance.

Note to families & friends: Getting the DTC form filled out by a doctor is the most important step. If at all possible, attend the appointment with your friend or relative to help explain the importance of the RDSP and getting the DTC. If the practitioner does not seem receptive, do not submit the form. Also, be sure to take the form with you when you leave (do not have the practitioner send it into the CRA directly) so you can double-check what was written and confirm that the details of the disability was captured correctly. If you see mistakes, you can have the practitioner revise it, or go to another practitioner. A rejected application can be difficult to re-do.

Comments

My adopted daughter is a status First Nations person and also a person with FASD (Fetal Alcohol Spectrum Disorder) She is high-functioning but requires my ongoing help to manage her finances. She is on O.D.S.P. supplemented by a part-time job at a local supermarket. My understanding is that she is at a higher risk of developing age-related dementia. I have at present set up a Henson Trust for her as part of my estate plan. I would like to find out if we can set up a RDSP for her as well. I am not sure if this is possible given my present understanding of the qualifying criteria for a Disability Tax Credit for her. This has never been claimed for her in the past as the primary areas in which she requires ongoing assistance are money management and day-to-day housekeeping tasks (she can cook but not manage organization of apartment).

Gillian Leutschaft
March 18, 2011
6:04 pm
Reply |

    Hi Pepoch – The RDSP Resource Centre, one of PLAN’s partners, will do a good job of prequalifying her (what’s the likelihood of a successful application?) and if you want assistance with the application, tax adjustments and appeal if required, will provide that service. Just call 1-855-773-7377 and explain your situation.

    jackstyan
    March 31, 2011
    3:15 pm
    Reply |

When I asked my doctor to fill out the form, I was very specific, by placing sticky arrows, showing which squares he should check off and why. Fortunately he did everything correctly and the forms were mailed in by me. However, the people in charge od the DTC had sent another set of forms, asking him to be more specific. He did not tell me about these forms but merely guessed his way through it and sent it in. I later received a letter saying I do not qualify.
I returned to my Doctor and asked him to show me a copy of the second set of questions, one of which was asking if I can walk a distance of 100 metres or one city block. He put yes, yet he didn’t know for he doesn’t see me outside of his office. The truth is that I can walk about 10 steps and then I need to sit down, which is why I use an electric wheelchair to get to my appointments, and then walk into his office and sit down. Together, we went through all of the questions together, correcting a number of errors he made. He even said I’m slowly getting better, when there is no chance of me ever getting better, as a Neurologist that deals with arms and legs said I will have to have one of my legs amputated in the near future, and have a fake one made.
While I can get my wheelchair on the city buses, I cannot access diesel buses that go from Victoria to Vancouver for doctor’s appointments over there. There are wheelchair buses, but they are for taking people to tourist attractions here, or to and from the airport. They do Not leave the island. So either I get someone to drive me to Vancouver and back, or I can’t go.
Even though I can walk a few steps, I cannot climb the stairs into the bus.
Now I’m waiting for the DTC office to re-consider the new information and decide whether or not THEY think I qualify… not the doctors, but THEM.

Matthew Ford
October 2, 2013
4:17 am
Reply |

    Hi Matthew,

    You may need to file an appeal with Canada Revenue Agency.
    If you send an email to rdsp@plan.ca you will receive
    contact information for an organization that can help in this process.

    Helene Eschbach
    October 3, 2013
    10:45 am
    Reply |

I was approved or as they stated eligible for the DTC for the past 6 years and will have to apply again using the DTC Certificate in 2019. However I am confused as to what I must do next. Will I automatically receive credit for the past 6 years or am I suppose to do something to get those back credits? I have searched everywhere online and cannot find anything to help me. I just need some direction in what I must do next? Thanks!

George
November 17, 2013
6:57 pm
Reply |

    Hi George, the government issues RDSP beneficiaries a report each year of how much contribution room they have left, including any carry forward amounts. If you have not received this, contact CRA to get a copy.
    All you need to trigger any available matching grants, including from previous years, is have up-to-date taxes and then make personal contributions. The amount of grants you receive for your contribution depends on your income from each year. See here for more info on that: http://rdsp.com/tutorial/what-is-the-canada-disability-savings-grant/

    jcrocker
    November 20, 2013
    4:57 pm
    Reply |

    Hi George, If the credits you are talking about are the RDSP grant and bond, the government will send you a statement every year which shows what you are entitled to. Either way, reasonable priced experts in this area can be found here: http://www.abilitytax.ca/

    jcrocker
    February 26, 2014
    4:40 pm
    Reply |

Hi
My mom has been trying to get her forms filled for the past couple years but the doctors will simply not fill it out. The radiologist says she has no problem however the past few before trying to apply for disability said that does indeed have a problem and recommended she visits a neurologist immediately however the doctor in seems to disagree.

Can you please direct us in right direction? Thank you very much for your time.

Marie
December 30, 2013
12:17 pm
Reply |

    Hi Marie,

    You may want to find another practitioner. Your practitioner has a very important job to do—they must fill the form out right for you to get the DTC. If they don’t include enough information, or miss anything, this could be a problem. If you are unsure about your practitioner or do not know them very well, you may want to get professional help to apply for your DTC—such professionals will help the practitioners to fill the forms out correctly. We recommend http://www.abilitytax.ca/

    When you see your practitioner, make sure your practitioner understands what you have challenges with. Also, tell your practitioner how important the DTC is for your future. Many practitioners will not know about the RDSP and the difference it will make to your life. If they know more about it, they may take extra care in filling out your form. We have included a brief outline of the RDSP that you can give to your practitioner, so they can learn more about it. Feel free to tear out page 10 and give it to your practitioner.

    You may need to pay for this—when you call to make an appointment, let the receptionist know what it is for and ask how much it will cost.

    Also, get the signed form back from your practitioner—you want to be the person to send it in. If you don’t agree with what the practitioner has written, or feel they have missed information, you can then choose to take it to another practitioner or get some professional help.

    jcrocker
    February 26, 2014
    3:02 pm
    Reply |

how far back can you claim this credit?

leonard downey
March 12, 2014
3:17 am
Reply |

Where do I mail these forms In British Columbia

Robert Murray
March 15, 2014
1:43 pm
Reply |

    Hi Robert, the DTC is federal. The address is on the DTC application form (called T2201) itself.

    jcrocker
    June 2, 2014
    12:43 pm
    Reply |

what is needed in a letter for request of adjustment of the years you are eligible for the disability tax credit

elizabeth wennerberg
March 26, 2014
1:06 pm
Reply |

    Hi Elizabeth,

    I would speak to a disability tax specialist, like Ability Tax and Trust Advisors, to get the best advice for your family: http://www.abilitytax.ca or 1-877-690-0330

    jcrocker
    August 15, 2014
    3:37 pm
    Reply |

Have a client who says she received the letter for the Disability Tax Credit and was approved, she is trying for the RDSP but cannot find the letter, how does she go about inquiring if Revenue Canada has the approval letter on file. What phone number does she use and what does she need as personal information?

Valerie Gagne
March 26, 2014
3:26 pm
Reply |

    Hi Valerie,

    I would call the CRA Registered Plans Directorate to confirm those details: 1-800-267-0357

    jcrocker
    August 15, 2014
    3:35 pm
    Reply |

My friend’s family doc will not fill out the DTC- she saw another doc and he filled them out and she submitted them- He left the country and is very ill. Can. Revenue said they needed more info from him & mailed a request to his old office. How does she find a new doc to help her? She has been on disability pay from work since 2007 and receives Can Pension disabilty. I take her to all her appointments as she is unable to get herself there

E. Jackson
March 27, 2014
2:34 pm
Reply |

    Hi E. Jackson,
    This is a challenge as it is very important to find a medical practitioner who knows the person with a disability well enough to properly state the impairment. Remember that besides family doctors, it can also be optometrists, audiologists, occupational therapists, physiotherapists, psychologists, and speech-language pathologists.

    jcrocker
    June 2, 2014
    3:03 pm
    Reply |

You say you ” have attached a brief outline of the RDSP, fore the medical practitioner,but I do not see it anywhere?
where is it?
thanks
Asher

Gary
July 28, 2014
3:25 pm
Reply |

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