T2201 Tax Credit Form PDF Details

The T2201 Tax Credit form, also known as the Disability Tax Credit Certificate, serves a critical role in assisting individuals with disabilities in Canada. This form is an application tool used to determine eligibility for the Disability Tax Credit (DTC), a non-refundable tax credit that reduces the amount of income tax that individuals with disabilities or their supporting persons need to pay. To apply, the form requires detailed information from both the person applying for the credit and the medical practitioner who certifies the disability. In Part A, personal and disability-related information is provided by the applicant, including the nature of the relationship to the person with the disability, if applicable. Medical professionals complete Part B, which involves a thorough assessment of the patient's condition, focusing on the effects of the impairment rather than the diagnosis itself. This process aims to identify the significant and prolonged effects of the impairment on daily living activities. Additionally, the form explores eligibility for adjustments to the applicant's tax returns in previous years, potentially leading to substantial financial relief. The Canada Revenue Agency (CRA) takes privacy and information security seriously, ensuring that personal data collected is under strict regulations for its intended use, highlighting the importance of accuracy and honesty in completing this documentation.

QuestionAnswer
Form NameT2201 Tax Credit Form
Form Length16 pages
Fillable?No
Fillable fields0
Avg. time to fill out4 min
Other namescanadian disability tax credit forms form, t2201 tax credit, t2201 printable form, t2201 tax form

Form Preview Example

Disability Tax Credit Certificate

6729

Protected B

when completed

Use this form to apply for the disability tax credit (DTC). The Canada Revenue Agency (CRA) will use this information to make a decision on eligibility for the DTC. See the "General information" on page 6 for more information.

Step 1 – Fill out and sign the sections of Part A that apply to you.

Step 2 – Ask a medical practitioner to fill out and certify Part B.

Step 3 – Send the form to the CRA.

Part A – To be filled out by the taxpayer

Section 1 – Information about the person with the disability

First name and initial

Last name

Social insurance number

Mailing address (Apt No. – Street No. Street name, PO Box, RR)

City

Province or territory

Postal code

Date

 

Year

 

Month Day

of birth:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Section 2 – Information about the person claiming the disability amount (if different from above)

First name and initial

Last name

Social insurance number

The person with the disability is:

my spouse/common-law partner

my dependant (specify):

Answer the following questions for all of the years that you are claiming the disability amount for the person with the disability.

1.Does the person with the disability live with you? If yes, for which year(s)?

2.If you answered no to Question 1, does the person with the disability regularly and consistently depend on you for one or more of the basic necessities of life such as food, shelter, or clothing?

If yes, for which year(s)?

Yes

No

 

 

Yes

No

Give details about the regular and consistent support you provide for food, shelter or clothing to the person with the disability (if you need more space, attach a separate sheet of paper). We may ask you to provide receipts or other documents to support your request.

Section 3 – Adjust your income tax and benefit return

Once eligibility is approved, the CRA can adjust your returns for all applicable years to include the disability amount for yourself or your dependant under the age of 18. For more information, see Guide RC4064, Disability-Related Information.

Yes, I want the CRA to adjust my returns, if possible.

No, I do not want an adjustment.

Section 4 – Authorization

As the person with the disability or their legal representative, I authorize the following actions:

•Medical practitioner(s) can give information to the CRA from their medical records or discuss the information on this form.

•The CRA can adjust my returns, as applicable, if the "Yes" box has been ticked in Section 3.

Sign here:

Telephone

Year

Month Day

 

 

 

 

Personal information is collected under the Income Tax Act to administer tax, benefits, and related programs. It may also be used for any purpose related to the enforcement of the Act such as audit, compliance and collection activities. It may be shared or verified with other federal, provincial, territorial or foreign government institutions to the extent authorized by law. Failure to provide this information may result in interest payable, penalties or other actions. The social insurance number is collected under section 237 of the Act and is used for identification purposes. Under the Privacy Act, individuals have the right to access, or request correction of, their personal information, or to file a complaint with the Privacy Commissioner of Canada regarding the handling of their personal information. Refer to Personal Information Bank CRA PPU 218 at canada.ca/cra-info-source.

T2201 E (18)

(Ce formulaire est disponible en français.)

Protected B when completed

Patient's name:

Part B – Must be filled out by the medical practitioner

Step 1 – Fill out only the section(s) on pages 2 to 4 that apply to your patient. Each category states which medical practitioner(s) can certify the information in this part.

Note

Whether filling out this form for a child or an adult, assess your patient compared to someone of similar age with no impairment.

Step 2 – Fill out the "Effects of impairment", "Duration", and "Certification" sections on page 5. If more information is needed, the Canada Revenue Agency (CRA) may contact you.

Eligibility for the DTC is based on the effects of the impairment, not on the medical condition itself. For definitions and examples of impairments that may qualify for the DTC, see Guide RC4064, Disability-Related Information. For more information, go to canada.ca/disability-tax-credit.

Vision – Medical doctor, nurse practitioner, or optometrist

Your patient is considered blind if, even with the use of corrective lenses or medication, their vision meets any of the following criteria:

•The visual acuity in both eyes is 20/200 (6/60) or less, with the Snellen Chart (or an equivalent).

•The greatest diameter of the field of vision in both eyes is 20 degrees or less.

1. Is your patient blind, as described above?

Yes

If yes, when did your patient become blind (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

Year

2.

 

Right eye

 

Left eye

 

What is your patient's visual acuity after correction?

 

 

 

 

 

 

 

 

 

3.

 

Right eye

 

Left eye

 

What is your patient's visual field after correction (in degrees if possible)?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Speaking – Medical doctor, nurse practitioner, or speech-language pathologist

Your patient is considered markedly restricted in speaking if, even with appropriate therapy, medication, and devices, they meet both of the following criteria:

•They are unable or take an inordinate amount of time to speak so as to be understood by another person familiar with the patient, in a quiet setting.

• This is the case all or substantially all of the time (at least 90% of the time).

Is your patient markedly restricted in speaking, as described above?

Yes

If yes, when did your patient's restriction in speaking become a marked restriction (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

Year

Hearing – Medical doctor, nurse practitioner, or audiologist

Your patient is considered markedly restricted in hearing if, even with appropriate devices, they meet both of the following criteria:

•They are unable or take an inordinate amount of time to hear so as to understand another person familiar with the patient, in a quiet setting.

• This is the case all or substantially all of the time (at least 90% of the time).

Is your patient markedly restricted in hearing, as described above?

Yes

If yes, when did your patient's restriction in hearing become a marked restriction (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

Year

Walking – Medical doctor, nurse practitioner, occupational therapist, or physiotherapist

Your patient is considered markedly restricted in walking if, even with appropriate therapy, medication, and devices, they meet both of the following criteria:

•They are unable or take an inordinate amount of time to walk.

•This is the case all or substantially all of the time (at least 90% of the time).

Is your patient markedly restricted in walking, as described above?

Yes

If yes, when did your patient's restriction in walking become a marked restriction (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

Year

2

Protected B when completed

Patient's name:

Eliminating (bowel or bladder functions) – Medical doctor or nurse practitioner

Your patient is considered markedly restricted in eliminating if, even with appropriate therapy, medication, and devices, they meet both of the following criteria:

•They are unable or take an inordinate amount of time to personally manage bowel or bladder functions.

•This is the case all or substantially all of the time (at least 90% of the time).

Is your patient markedly restricted in eliminating, as described above?

Yes

If yes, when did your patient's restriction in eliminating become a marked restriction (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

Year

Feeding – Medical doctor, nurse practitioner, or occupational therapist

Your patient is considered markedly restricted in feeding if, even with appropriate therapy, medication, and devices, they meet both of the following criteria:

•They are unable or take an inordinate amount of time to feed themselves.

•This is the case all or substantially all of the time (at least 90% of the time).

Feeding yourself does not include identifying, finding, shopping for, or obtaining food.

Feeding yourself does include preparing food, except when the time spent is related to a dietary restriction or regime, even when the restriction or regime is needed due to an illness or medical condition.

Is your patient markedly restricted in feeding, as described above?

Yes

If yes, when did your patient's restriction in feeding become a marked restriction (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

Year

Dressing – Medical doctor, nurse practitioner, or occupational therapist

Your patient is considered markedly restricted in dressing if, even with appropriate therapy, medication, and devices, they meet both of the following criteria:

•They are unable or take an inordinate amount of time to dress themselves.

•This is the case all or substantially all of the time (at least 90% of the time).

Dressing yourself does not include identifying, finding, shopping for, or obtaining clothing.

Is your patient markedly restricted in dressing, as described above?

Yes

If yes, when did your patient's restriction in dressing become a marked restriction (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

Year

Mental functions necessary for everyday life – Medical doctor, nurse practitioner, or psychologist

Your patient is considered markedly restricted in performing the mental functions necessary for everyday life (described below) if, even with appropriate therapy, medication, and devices (for example, memory aids and adaptive aids), they meet both of the following criteria:

•They are unable or take an inordinate amount of time to perform these functions by themselves.

•This is the case all or substantially all of the time (at least 90% of the time).

Mental functions necessary for everyday life include:

•adaptive functioning (for example, abilities related to self-care, health and safety, abilities to initiate and respond to social interactions, and common, simple transactions)

•memory (for example, the ability to remember simple instructions, basic personal information such as name and address, or material of importance and interest)

•problem-solving, goal-setting, and judgment taken together (for example, the ability to solve problems, set and keep goals, and make the appropriate decisions and judgments)

Note

A restriction in problem-solving, goal-setting, or judgment that markedly restricts adaptive functioning, all or substantially all of the time (at least 90% of the time), would qualify.

Is your patient markedly restricted in performing the mental functions necessary for everyday life, as

Yes

described above?

 

If yes, when did your patient's restriction in performing the mental functions necessary for everyday life

 

become a marked restriction (this is not necessarily the year of the diagnosis, as is often the case with

 

progressive diseases)?

 

No

Year

3

Protected B when completed

Patient's name:

Life-sustaining therapy – Medical doctor or nurse practitioner

Life-sustaining therapy for your patient must meet both of the following criteria:

•Your patient needs this therapy to support a vital function, even if this therapy has eased the symptoms.

•Your patient needs this therapy at least 3 times per week, for an average of at least 14 hours per week.

The 14-hour per week requirement

Include only the time your patient must dedicate to the therapy – that is, the patient has to take time away from normal, everyday activities to receive it.

If a child cannot do the activities related to the therapy because of their age, include the time spent by the child's primary caregivers to do and supervise these activities.

Do not include the time a portable or implanted device takes to deliver the therapy, the time spent on activities related to dietary restrictions or regimes (such as carbohydrate calculation) or exercising (even when these activities are a factor in determining the daily dosage of medication), travel time to receive therapy, medical appointments (other than appointments where the therapy is received), shopping for medication, or recuperation after therapy.

1.

Does your patient need this therapy to support a vital function?

Yes

 

 

2.

Does your patient need this therapy at least 3 times per week?

Yes

 

 

3.

Does this therapy take an average of at least 14 hours per week?

Yes

 

 

If yes, when did your patient's therapy begin to meet the above criteria (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

No

No

No

Year

It is mandatory that you describe how the therapy meets the criteria as stated above. If you need more space, use a separate sheet of paper, sign it and attach it to this form.

Cumulative effect of significant restrictions – Medical doctor, nurse practitioner, or occupational therapist

Note: An occupational therapist can only certify limitations for walking, feeding and dressing.

Answer all the following questions to certify the cumulative effect of your patient's significant restrictions.

1. Even with appropriate therapy, medication, and devices, does your patient have a significant restriction, that

is not quite a marked restriction, in two or more basic activities of daily living or in vision and one or more of Yes the basic activities of daily living?

If yes, tick at least two of the following, as they apply to your patient:

No

vision

eliminating (bowel or bladder functions)

speaking

feeding

hearing

dressing

walking

mental functions necessary for everyday life

Note

You cannot include the time spent on life-sustaining therapy.

2.Do these restrictions exist together, all or substantially all of the time (at least 90% of the time)?

3.Is the cumulative effect of these significant restrictions equivalent to being markedly restricted in one basic activity of daily living?

4.When did the cumulative effect described above begin (this is not necessarily the year of the diagnosis, as is often the case with progressive diseases)?

Yes

Yes

No

No

Year

4

Protected B when completed

Patient's name:

Effects of impairment – Mandatory

The effects of your patient's impairment must be those which, even with therapy and the use of appropriate devices and medication, cause your patient to be restricted all or substantially all of the time (at least 90% of the time).

Note

Working, housekeeping, managing a bank account, and social or recreational activities are not considered basic activities of daily living. Basic activities of daily living are limited to walking, speaking, hearing, dressing, feeding, eliminating (bowel or bladder functions), and mental functions necessary for everyday life.

It is mandatory that you describe the effects of your patient's impairment on his or her ability to do each of the basic activities of daily living that you indicated are or were markedly or significantly restricted. If you need more space, use a separate sheet of paper, sign it and attach it to this form. You may include copies of medical reports, diagnostic tests, and any other medical information, if needed.

Duration – Mandatory

Has your patient's impairment lasted, or is it expected to last, for a continuous period of at least 12 months? For deceased patients, was the impairment expected to last for a continuous period of at least 12 months?

If yes, has the impairment improved, or is it likely to improve, to such an extent that the patient

would no longer be blind, markedly restricted, in need of life-sustaining therapy, or haveUnsure the equivalent of a marked restriction due to the cumulative effect of significant restrictions?

If yes, enter the year that the improvement occurred or may be expected to occur.

Yes

Yes

No

No

Year

Certification – Mandatory

1.For which year(s) have you been the attending medical practitioner for your patient?

2.Do you have medical information on file supporting the restriction(s) for all the year(s) you certified on this form?

Tick the box that applies to you:

 

 

 

 

 

 

Medical doctor

 

Nurse practitioner

 

Optometrist

 

 

 

 

 

 

Audiologist

 

Physiotherapist

 

Psychologist

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

Occupational therapist

Speech-language pathologist

As a medical practitioner, I certify that the information given in Part B of this form is correct and complete. I understand that this information will be used by the CRA to make a decision if my patient is eligible for the DTC.

Sign here:

Address

It is a serious offence to make a false statement.

Name (print)

Year

Month Day Telephone

Date:

5

General information

What is the DTC?

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. The disability amount may be claimed once the person with a disability is eligible for the DTC. This amount includes a supplement for persons under 18 years of age at the end of the year. Being eligible for this credit may open the door to other programs.

For more information, go to canada.ca/disability-tax-credit or see Guide RC4064, Disability-Related Information.

Are you eligible?

You are eligible for the DTC only if we approve your application. On this form, a medical practitioner has to indicate and certify that you have a severe and prolonged impairment and must describe its effects.

To find out if you may be eligible for the DTC, fill out the self-assessment questionnaire in Guide RC4064,

Disability-Related Information. If we have already told you that you are eligible, do not send another form unless the previous period of approval has ended or if we tell you that we need one. You should tell us if your medical condition improves.

If you receive Canada Pension Plan or Quebec Pension Plan disability benefits, workers' compensation benefits, or other types of disability or insurance benefits, it does not necessarily mean you are eligible for the DTC. These programs have other purposes and different criteria, such as an individual's inability to work.

You can send the form at any time during the year. By sending your form before you file your income tax and benefit return, you may prevent a delay in your assessment. We will review your form before we assess your return. Keep a copy for your records.

Fees – You are responsible for any fees that the medical practitioner charges to fill out this 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.

What happens after you send Form T2201?

After we receive Form T2201, we will review your application. We will then send you a notice of determination to inform you of our decision. Our decision is based on the information given by the medical practitioner. If your application is denied, we will explain why on the notice of determination. For more information, see

Guide RC4064, Disability-Related Information, or go to canada.ca/disability-tax-credit.

Where do you send this form?

Send your form to the Disability Tax Credit Unit of your tax centre. Use the chart below to get the address.

If your tax services office is

Send your correspondence

located in:

to the following address:

 

 

Alberta, British Columbia,

Winnipeg Tax Centre

Hamilton, Kitchener/Waterloo,

Post Office Box 14000

London, Manitoba, Northwest

Station Main

Territories, Regina, Saskatoon,

Winnipeg MB R3C 3M2

Thunder Bay, Windsor, or Yukon

 

 

 

Barrie, Belleville, Kingston,

Sudbury Tax Centre

Montréal, New Brunswick,

Post Office Box 20000,

Newfoundland and Labrador,

Station A

Nova Scotia, Nunavut, Ottawa,

Sudbury ON P3A 5C1

Outaouais, Peterborough,

 

St. Catharines, Prince Edward

 

Island, Sherbrooke, Sudbury, or

 

Toronto

 

 

 

Chicoutimi, Laval,

Jonquière Tax Centre

Montérégie-Rive-Sud, Québec,

2251 René-Lévesque Blvd

Rimouski, Rouyn-Noranda, or

Jonquière QC G7S 5J2

Trois-Rivières

 

 

 

Deemed residents, non-residents,

Sudbury Tax Centre

and new or returning residents of

Post Office Box 20000,

Canada

Station A

 

Sudbury ON P3A 5C1

 

CANADA

 

or

 

Winnipeg Tax Centre

 

Post Office Box 14000

 

Station Main

 

Winnipeg MB R3C 3M2

 

CANADA

 

 

What if you 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.

6

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1. The t2201 form necessitates specific details to be entered. Make certain the next blanks are complete:

Find out how to complete t2201 disability tax credit form portion 1

2. When the last segment is completed, you're ready to put in the required specifics in First name, Last name, Relationship, Social insurance number, Does the person with the, Yes, Indicate which of the basic, Food, Shelter, Clothing, Years, Years, Years, Provide details regarding the, and If you want to provide more so you can move on further.

Writing section 2 of t2201 disability tax credit form

3. This next segment will be focused on Yes, If eligibility for the disability, Yes adjust my previous tax returns, No do not adjust my previous tax, Individuals authorization, As the person with the disability, I certify that the above, I give permission for my medical, determine my eligibility, I authorize the CRA to adjust my, Signature, Telephone number, and Date - fill in all these fields.

Step number 3 for filling out t2201 disability tax credit form

4. You're ready to fill in the next portion! Here you will get all of these Patients name, Vision, Clear Data, Protected B when completed, Initial your designation if this, medical doctor, nurse practitioner, optometrist, Indicate the aspect of vision, Left eye after correction, Visual acuity, Right eye after correction, Visual acuity, Measurable on the Snellen chart, and Measurable on the Snellen chart fields to fill in.

The best ways to fill out t2201 disability tax credit form stage 4

Always be extremely mindful while filling out Vision and Clear Data, because this is where most users make errors.

5. The document has to be finished with this particular area. Below you'll find a full listing of form fields that need to be filled in with appropriate information in order for your document submission to be complete: Field of vision provide greatest, Field of vision provide greatest, degrees, degrees, Is the patient considered blind, The visual acuity is or less on, The greatest diameter of the, Yes provide the year they became, Year, No provide the year the vision, Year, Medical doctors and nurse, and Provide examples of how their.

Yes provide the year they became, The greatest diameter of the, and Provide examples of how their of t2201 disability tax credit form

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