Claiming the disability tax credit

Instructions

1. Open the tax software
2. Review the Background information and Required slips (tax slips, receipts, etc.)
3. Provide all required information for the appropriate sections of the tax software
4. Once completed, compare your results with the solution provided
5. Afterwards, refer to the Takeaway points

Background information

Situation

Rebecca works full-time and received Advanced Canada workers benefit payments. On December 1, 2024, she had her bathroom modified to make it accessible at a cost of $1,000. Rebecca has previously been approved for the disability tax credit (DTC) and wants to claim the DTC as well as the cost of the bathroom renovation on her tax return. She has a prescription from her doctor for the bathroom modification.

Required slips

T4 – Statement of Remuneration Paid (987654 Canada Ltd.)

RC210 – Advanced Canada workers benefit (ACWB) statement

Review your results

Solution to Claiming the disability tax credit

Takeaway points

Steps to follow

1. Review their background information and required slips
2. In Interview setup, tick the boxes next to:
   • Employment income and employment insurance benefits (T4, T4E/RL-6) in the Employment and other benefits section
   • Medical expenses, disability, caregiver in the Common tax deductions section
3. Click T4 and employment income in the left-side menu, then click the + sign next to T4 income (earned in any province except Quebec) to enter the information from the tax slip
4. Click Other information slips in the left-side menu, then click the + sign next to RC210 – Canada workers benefit advance payments statement [Federal line 41500] to enter the information from the tax slip
5. Click Medical, disability, caregiver in the left-side menu, then click the + sign next to Infirmity and Disability amounts claim for yourself* (line 31600) in the Disability deductions, caregiver section
6. Enter the applicable information into the Name or description of infirmity field, then select Claim disability amount (default) from the Are you eligible for the disability amount on federal line 31600? drop-down menu and select Yes from the Does this infirmity provide entitlement to the Canada caregiver amount? drop-down menu
7. Click Medical, disability, caregiver in the left-side menu, then click the + sign next to Home accessibility expenses (line 31285) in the Disability deductions, caregiver section
8. Select Let MaxBack decide (default) from the Select how you want to claim the Federal Home Accessibility Expenses credit drop-down menu and complete the Home renovation expenses section

Although the information is not transmitted to the CRA, the Name or description of infirmity is still a mandatory field when claiming the disability tax credit. If the individual does not volunteer this information, simply enter Unknown into the field.

For more information, refer to UFile instructions.