How do you apply for the Disability Tax Credit?
There are four steps in applying for the Disability Tax Credit (DTC)
- Download the DTC Form (also called the T2201) on-line here: http://www.cra-arc.gc.ca (Note that the DTC form was shortened in late 2015; there is no longer a Part A of the form for you or your family member to complete.)
- 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.
- 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.
- 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.