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Prepare the disability tax credit application around daily function

Use the current T2201 process and describe the effects of an impairment with the appropriate medical practitioner.

The Disability Tax Credit depends on the effects of a severe and prolonged impairment under the program's criteria, not a diagnosis alone. The application combines information from the applicant or legal representative with certification by an appropriate medical practitioner.

A useful preparation file describes daily limitations accurately, without trying to turn the appointment into a search for particular words.

Record the facts the practitioner needs

Note which activities are affected, when the limitations began, how often they occur and what happens with appropriate medication, therapy or devices. Include concrete examples that help the practitioner assess the applicable category and duration.

Different practitioners can certify different categories. Check who is authorized for the relevant impairment before booking an appointment. The CRA makes the eligibility determination after reviewing the completed application.

Use one current application route

Both parts must follow the same application method. The CRA provides a digital process and a paper process. For a paper application, download the current T2201 rather than using an old saved copy.

As of September 8, 2026, versions from before 2023 are no longer accepted. Since July 14, 2026, the general "Submit documents" function is not the route for a new DTC application; it is used for additional information when the CRA requests it with the relevant case instructions.

Keep a copy or confirmation and track what remains with the practitioner so a completed first part is not mistaken for a fully submitted application.

Read the determination before changing returns

The CRA's decision identifies the approved period, if any. Review those years before claiming the credit or considering adjustments to earlier returns. Supporting-family-member transfers have their own conditions.

The DTC is a non-refundable credit, not an automatic payment of its face amount. Approval can also be relevant to other programs, such as an RDSP, which require their own applications and eligibility checks.

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