Step-by-step instructions for filling out Form T2201
Before applying for the disability tax credit (DTC), you can answer a few questions to help you find out if the person with a disability may be eligible. When you're ready, use Form T2201, Disability Tax Credit Certificate, to apply for the DTC.
Step 1 – Get Form T2201
Form T2201, Disability Tax Credit Certificate, has 2 parts: Part A and Part B. Part A has to be filled out by the person with the disability (or a legal representative), and Part B has to be filled out by the medical practitioner. Both parts of the form must be filled out.
Step 2 – Fill out Part A of Form T2201
Fill out only the sections of Part A that apply to you.
In most cases, the CRA can, once eligibility is approved, adjust your tax return(s) for all applicable years to include the disability amount for yourself or your dependant under the age of 18. If you want the CRA to adjust your tax returns, tick the "Yes" box in Section 3 of Part A.
Step 3 – Ask a medical practitioner to fill out and certify Part B of Form T2201
Take the form to a medical practitioner who can certify the sections that apply.
|Medical practitioner||can certify:|
|Medical doctor||all sections|
|Nurse practitioner||all sections|
|Occupational therapist||walking, feeding, dressing, and the cumulative effect for these activities|
|Psychologist||performing the mental functions necessary for everyday life|
You are responsible for any fees that the medical practitioner charges to fill out the form or to give us more information. However, you may be able to claim these fees as medical expenses on line 330 or line 331 of your tax return.
Step 4 – Send Form T2201
There are 2 ways you can send Form T2201, as well as any letter or document:
- electronically by using "Submit documents" in My Account or Represent a Client
- by mail to your tax centre
You can send us the form at any time during the year. By sending us your form before you file your tax return, you may prevent a delay in your assessment. We will review your application before we assess your tax return. Keep a copy for your records.
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