Select the Disability amount box in the Identification form in order for Taxprep to determine the disability tax credit. A check box is provided both in the “Identification – Taxpayer” and the “Identification – Spouse” sections to indicate eligibility of the taxpayer and/or the spouse.
A part of Section A in Form T2201 is automatically completed from data entered in the Identification form.
Part B in Form T2201 must be completed and signed by the medical practitioner.
The totality or a portion of the disability tax credit can be transferred to the spouse or the provider of the disabled person.
When the taxpayer’s and the spouse’s return are prepared together, Taxprep transfers the taxpayer’s or the spouse’s unused amount, whichever the case may be.
The following instructions are an exact copy of the last information page that accompanies Form T2201 issued by the CRA:
Disability tax credit
The disability tax credit (DTC) is a non-refundable tax credit that helps persons with disabilities or their supporting persons reduce the amount of income tax they may have to pay.
For more information, go to canada.ca/disability-tax-credit or see Guide RC4064, Disability-Related Information.
Eligibility
A person with a severe and prolonged impairment in physical or mental functions may be eligible for the DTC. To find out if you may be eligible for the DTC, fill out the self-assessment questionnaire in Guide RC4064, Disability-Related Information.
After you send Form T2201
Make sure to keep a copy of your application for your records. After we receive your application, we will review it and make a decision based on the information provided by your medical practitioner. We will then send you a notice of determination to inform you of our decision.
You are responsible for any fees that the medical practitioner charges to fill out this form or to give us more information. You may be able to claim these fees as medical expenses on line 33099 or line 33199 of your income tax and benefit return.
If you have questions or need help
If you need more information after reading this form, go to canada.ca/disability-tax-credit or call 1-800-959-8281.
Forms and publications
To get our forms and publications, go to canada.ca/cra-forms or call 1-800-959-8281.
How do you send in your form
You can send your completed form at any time during the year online or by mail. Sending your form before you file your annual income tax and benefit return may help us assess your return faster.
Online
Submitting your form online is secure and efficient. You will get immediate confirmation that it has been received by the CRA. To submit online, scan your form and send it through the “Submit documents” service in My Account at canada.ca/my-cra-account. If you’re a representative, you can access this service in Represent a Client at canada.ca/taxes-representatives.
By mail
You can send your application to the tax centre closest to you:
Winnipeg Tax Centre
Post Office Box 14000, Station Main
Winnipeg MB R3C 3M2
Sudbury Tax Centre
Post Office Box 20000, Station A
Sudbury ON P3A 5C1
Jonquière Tax Centre
2251 René-Lévesque Blvd
Jonquière QC G7S 5J2
See Also