Form T2201 "Disability Tax Credit Certificate" - Canada

What Is a Disability Tax Credit Certificate?

Form T2201, Disability Tax Credit Certificate, is a document that individuals can use when they want to apply for a Disability Tax Credit (DTC). The DTC helps individuals with disabilities (or individuals who support them) to help decrease the amount of income tax they are supposed to pay.

Alternate Names:

  • Canadian Disability Tax Credit Form;
  • CRA Disability Tax Credit Form;
  • CRA Form T2201.

This form was issued by the Canadian Revenue Agency (CRA) and was last revised in . A fillable Canadian Disability Tax Credit Form is available for download through the link below.

The purpose of this document is to provide the CRA with information that will be enough for them to make a decision whether an individual is eligible to receive DTC. Before filing Form T2201, individuals can check out the list of eligibility requirements that can be found on the official website of the Government of Canada.

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How to Fill Out Disability Tax Credit Form?

CRA Form T2201 is presented on six pages and includes three parts: "Part A," "Part B," and "Instructions." Part A is supposed to be filled out by the individual who wants to apply for the DTC. Here, they must complete four sections which include:

  1. Information About the Person With a Disability. In the first section of the form, the individual must designate the name of the person with a disability, their social insurance number, address, and date of birth.
  2. Information About the Person Claiming the Disability Amount. This section is supposed to be filled in when the individual who supports a person with a disability is filing for the DTC. In this case, they must state their name, social insurance number, as well as describe their relationship with the person with a disability, and how they depend on the individual.
  3. Adjust Income Tax and Benefit Return. Here, individuals can indicate whether they want to adjust their income tax returns to include the disability amount for applicable years, in case their eligibility will be approved).
  4. Authorization. In the last part, individuals must authorize a medical practitioner to share information from their medical records with the CRA and present it in this document. Additionally, they must sign and date the document.

Part B of the CRA Disability Tax Credit Form is supposed to be filled in by a nurse or a doctor who is treating the person with a disability. They can only complete the sections that are applicable for their patient, such as information about their vision, speaking, hearing, walking, etc. Each section provides guidelines on what kind of specialist can certify information for a specific part. Doctors and nurses are also required to provide identifying information, such as their name, address, and signature.

The last part provides individuals with general information about what a DTC is, who is eligible for it, and which documents can be used to help understand if someone is eligible. Individuals can also read about what is going to happen after they have applied for the tax credit and what to do if they need more information.

After a medical specialist fills out their part of the form and hands it to the individual, they can file it at the CRA. The address where the form must be sent depends on where the individual's tax service office is located. The document's guidelines also include a timetable where the individual can find the appropriate address.

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Disability Tax Credit Certificate
canada.ca/disability-
tax-credit
The information provided in this form will be used by the Canada Revenue Agency (CRA) to determine the eligibility of
1-800-959-8281
the individual applying for the disability tax credit (DTC). For more information, see the general information on page 16.
Part A – Individual's section
1) Tell us about the person with the disability
First name:
Last name:
Social insurance number:
Mailing address:
City:
Province or territory:
Date of birth:
Postal code:
Year
Month
Day
2) Tell us about the person claiming the disability amount
The person with the disability is claiming the disability amount
or
A supporting family member is claiming the disability amount (the spouse or common-law partner of the person with the disability,
or a parent, grandparent, child, grandchild, brother, sister, uncle, aunt, nephew, or niece of that person or their spouse or
common-law partner).
First name:
Last name:
Relationship:
Does the person with
Yes
No
Social insurance number:
the disability live with you?
Indicate which of the basic necessities of life have been regularly and consistently provided to the person with the disability, and the
years for which it was provided:
Food
Shelter
Clothing
Year(s)
Year(s)
Year(s)
Provide details regarding the support you provide to the person with the disability (regularity of the support, proof of dependency, if
the person lives with you, etc.):
If you want to provide more information than the space allows, use a separate sheet of paper, sign it, and attach it to this form. Make
sure to include the name of the person with the disability.
As the supporting family member claiming the disability amount, I confirm that the information provided is accurate.
Signature:
T2201 E (21)
(Ce formulaire est disponible en français.)
Page 1 of 16
Clear Data
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Need help?
Disability Tax Credit Certificate
canada.ca/disability-
tax-credit
The information provided in this form will be used by the Canada Revenue Agency (CRA) to determine the eligibility of
1-800-959-8281
the individual applying for the disability tax credit (DTC). For more information, see the general information on page 16.
Part A – Individual's section
1) Tell us about the person with the disability
First name:
Last name:
Social insurance number:
Mailing address:
City:
Province or territory:
Date of birth:
Postal code:
Year
Month
Day
2) Tell us about the person claiming the disability amount
The person with the disability is claiming the disability amount
or
A supporting family member is claiming the disability amount (the spouse or common-law partner of the person with the disability,
or a parent, grandparent, child, grandchild, brother, sister, uncle, aunt, nephew, or niece of that person or their spouse or
common-law partner).
First name:
Last name:
Relationship:
Does the person with
Yes
No
Social insurance number:
the disability live with you?
Indicate which of the basic necessities of life have been regularly and consistently provided to the person with the disability, and the
years for which it was provided:
Food
Shelter
Clothing
Year(s)
Year(s)
Year(s)
Provide details regarding the support you provide to the person with the disability (regularity of the support, proof of dependency, if
the person lives with you, etc.):
If you want to provide more information than the space allows, use a separate sheet of paper, sign it, and attach it to this form. Make
sure to include the name of the person with the disability.
As the supporting family member claiming the disability amount, I confirm that the information provided is accurate.
Signature:
T2201 E (21)
(Ce formulaire est disponible en français.)
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Part A – Individual's section (continued)
3) Previous tax return adjustments
Are you the person with the disability or their legal representative, or if the person is under 18, their legal guardian?
Yes
No
If eligibility for the disability tax credit is approved, would you like the CRA to apply the credit to your previous tax returns?
Yes, adjust my previous tax returns for all applicable years.
No, do not adjust my previous tax returns at this time.
4) Individual's authorization
As the person with the disability or their legal representative:
• I certify that the above information is correct.
• I give permission for my medical practitioner(s) to provide the CRA with information from their medical records in order for the CRA to
determine my eligibility.
• I authorize the CRA to adjust my returns, as applicable, if I opted to do so in question 3.
Signature:
Telephone number:
Date:
Year
Month
Day
Personal information (including the SIN) is collected for the purposes of the administration or enforcement of the Income Tax Act and related programs and activities including
administering tax, benefits, audit, compliance, and collection. The information collected may be used or disclosed for purposes of other federal acts that provide for the imposition
and collection of a tax or duty. It may also be disclosed to 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. Under the Privacy Act, individuals have a right of protection, access to and 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
on Info Source at canada.ca/cra-info-source.
This marks the end of the individual's section of the form. Ask a medical practitioner to fill out Part B (pages 3-16). Once the medical
practitioner certifies the form, it is ready to be submitted to the CRA for assessment.
Next steps:
Step 1 – Ask your medical practitioner(s) to fill out the remaining pages of this form.
Note
Your medical practitioner provides the CRA with your medical information but does not determine your eligibility for the DTC.
Step 2 – Make a copy of the filled out form for your own records.
Step 3 – Refer to page 16 for instructions on how to submit your form to the CRA.
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Part B – Medical practitioner's section
If you would like to use the digital application for medical practitioners to fill out your section of the T2201, it can be found
at canada.ca/dtc-digital-application.
Important notes on patient eligibility
• Eligibility for the DTC is not based solely on the presence of a medical condition. It is based on the impairment resulting from a condition
and the effects of that impairment on the patient. Eligibility, however, is not based on the patient’s ability to work, to do housekeeping
activities, or to engage in recreational activities.
• A person may be eligible for the DTC if they have a severe and prolonged impairment in physical or mental functions resulting in a marked
restriction. A marked restriction means that, even with appropriate therapy, devices, and medication, they are unable or take an inordinate
amount of time in one impairment category, all or substantially all (generally interpreted as 90% or more) of the time. If their limitations
do not meet the criteria for one impairment category alone, they may still be eligible if they experience significant limitations in two or more
categories.
For more information about the DTC, including examples and eligibility criteria, see
Guide RC4064, Disability-Related
Information, or go
to canada.ca/disability-tax-credit.
Next steps
Step 1 – Fill out the sections of the form on pages 4-16 that are applicable to your patient.
When considering your patient’s limitations, assess them compared to someone of similar age who does not have an impairment in that
particular category. If your patient experiences limitations in more than one category, they may be eligible under the "Cumulative effect of
significant limitations" section on page 14.
If you want to provide more information than the space allows, use a separate sheet of paper, sign it, and attach it to this form. Make sure
to include the name of the patient at the top of all pages.
Step 2 – Fill out the "Certification" section on page 16 and sign the form.
Step 3 – You or your patient can send this form to the CRA when both Part A and Part B are filled out and signed (refer to page 16 for
instructions).
The CRA will review the information provided to determine your patient's eligibility and advise your patient of our decision. If more
information is needed, the CRA may contact you.
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Patient's name:
Initial your designation if this category is applicable to your patient:
medical doctor
nurse practitioner
optometrist
Vision
1) Indicate the aspect of vision that is impaired in each eye (visual acuity, field of vision, or both):
Left eye after correction
Right eye after correction
Visual acuity
Visual acuity
Measurable on the Snellen chart (provide acuity)
Measurable on the Snellen chart (provide acuity)
/
Example: 20/200, 6/60
/
Example: 20/200, 6/60
Count fingers (CF)
Count fingers (CF)
No light perception (NLP)
No light perception (NLP)
Light perception (LP)
Light perception (LP)
Hand motion (HM)
Hand motion (HM)
Field of vision (provide greatest diameter)
Field of vision (provide greatest diameter)
degrees
degrees
2) Is the patient considered blind in both eyes according to at least one of the following criteria:
• The visual acuity is 20/200 (6/60) or less on the Snellen Chart (or an equivalent).
• The greatest diameter of the field of vision is 20 degrees or less.
Yes (provide the year they became blind)
Year
or
No (provide the year the vision limitations began)
Year
Medical doctors and nurse practitioners only: If your patient experiences limitations in more than one category, tell us more about
the patient’s limitations in vision. They may be eligible under the "Cumulative effect of significant limitations" section on page 14.
Provide examples of how their limited vision impacts other activities of daily living (for example, walking, feeding). Also provide any
other relevant details such as devices the patient uses to aid their vision (for example, cane, magnifier, service animal).
3) Has the patient's impairment in vision lasted, or is it expected to last, for a continuous period of at least 12 months?
Yes
No
4) Has the patient’s impairment in vision improved or is it likely to improve to such an extent that they would no longer be impaired?
Yes (provide year)
No
Unsure
Year
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Patient's name:
Initial your designation if this category is applicable to your patient:
medical doctor
nurse practitioner
speech-language pathologist
Speaking
1) List any medical conditions that impact the patient's ability to speak so as to be understood and provide the year of diagnosis (if available):
2) Does the patient take medication that aids their speaking limitations?
Yes
No
Unsure
3) Describe if the patient uses any devices or therapy to aid their speaking limitations (for example, voice amplifier, behavioural therapy):
4) Provide examples of the factors that limit the patient's ability to speak using the severity and frequency scales provided as a guide (for
example, they often require repetition to be understood, always experience mild difficulty with articulation, selective mutism, they use
sign language as their primary means of communicating):
Severity
Frequency
Mild
Mild to
Moderate
Moderate to
Severe
Rarely
Occasionally
Often
Usually
Always
moderate
severe
5) Tell us in the table below about the patient's ability to speak so as to be understood by a familiar person in a quiet setting (more than one
answer may apply, given that the patient's ability may change over time). Evaluate their ability to speak so as to be understood when
using the medication, devices, and therapy listed above, if applicable.
Is this the case all or substantially
Limitations in speaking
Year this began
all of the time (see page 3)?
The patient is unable to speak or takes an inordinate amount of
time to speak so as to be understood (at least three times longer
Yes
No
than someone of similar age without a speech impairment) by a
familiar person in a quiet setting.
The patient has difficulty, but does not take an inordinate amount
of time to speak so as to be understood by a familiar person in a
Yes
No
1
quiet setting.
1
If your patient experiences limitations in more than one category, they may be eligible under the "Cumulative effect of significant
limitations section" on page 14.
6) Has the patient's impairment in speaking lasted, or is it expected to last, for a continuous period of at least 12 months?
Yes
No
7) Has the patient’s impairment in speaking improved or is it likely to improve to such an extent that they would no longer be impaired?
Yes (provide year)
No
Unsure
Year
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