How to complete Form T2201?– Step by step instructions
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 two parts: Part A and Part B. Part A has to be completed by the person with the disability (or a legal representative), and Part B has to be completed by the medical practitioner. Both parts of the form must be completed.
Step 2 – Complete Part A of Form T2201
Complete only the sections of Part A that apply to you. Remember to sign at the bottom of page 1.
In most cases, the CRA can adjust your income tax and benefit 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 returns, tick the "Yes" box in Section 3 of Part A.
Step 3 – Ask a medical practitioner to complete 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 impairments|
|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 complete 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 income tax and benefit return.
Step 4 – Send Form T2201
Send the completed and signed form to the Disability Tax Credit Unit of your tax centre.
You can send us the form at any time during the year. By sending us your form before you file your income tax and benefit return, you may prevent a delay in your assessment. We will review your application before we assess your return. Keep a copy of your completed form for your records.
- Date modified: