What is the Disability Tax Credit?

The DTC is a benefit offered through the Canada Revenue Agency (CRA). It is intended for individuals with a severe and prolonged impairment in physical or mental functions. If approved, the DTC can be claimed on your annual income tax return, either by you or by a supporting family member who helps care for you.

The goal of the DTC is to provide financial relief for individuals with disabilities, helping to offset extra costs associated with daily life and care.

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Who is Eligible?

You may qualify for the DTC if you have a severe and prolonged impairment in one or more areas of daily living, such as:

• Walking, speaking, hearing, seeing, or performing basic self-care

• Managing your health or medication

• Performing mental functions necessary for everyday life

Severe and prolonged generally means the impairment:

• Has lasted, or is expected to last, at least 12 months

• Significantly restricts your ability to perform daily activities

Eligibility is determined by the CRA through Form T2201, Disability Tax Credit Certificate, which must be completed and certified by a qualified medical professional.

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How to Apply 

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Applying for the Disability Tax Credit with Insight Disability Solutions provides clinical assessment, functional documentation support, and Nurse Practitioner review to determine whether a Disability Tax Credit (DTC) application can reasonably proceed.

Our process is designed to ensure applications are accurate, defensible, and aligned with CRA functional criteria before medical certification is completed.

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Important to Know Before You Begin

• We do not submit applications directly to the CRA on your behalf. We provide your completed forms to submit independently. 

• Payment for assessment does not guarantee CRA approval

• In some cases, applications must be restarted, even if a prior form exists

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Step 1: Initial Intake & Assessment Fee

You begin by completing our Initial Intake & Payment Form.
This allows us to collect preliminary information and determine whether your case meets CRA functional thresholds.

 

Step 2: Functional Intake Form (T2201-Aligned)

After payment, you will be asked to complete a Functional Intake Form, structured around the same functional areas reviewed by the CRA.

This form focuses on:

• How your condition affects day-to-day functioning

• Whether limitations are prolonged and present most of the time

• The duration of impairment

• The impact even with treatment or supports

A Nurse Practitioner reviews this information before proceeding.

 

Step 3: Nurse Practitioner Review & Virtual Appointment

Once both forms are completed:

• A Nurse Practitioner reviews your information in advance

• We will contact you to book a virtual appointment

• During the appointment, we will:

  • Clarify functional limitations

  • Determine whether a DTC application can proceed

  • Discuss next steps, including documentation requirements

 

Step 4: Application Pathway Determination

After review, one of the following outcomes will apply:

• ✔️ Proceeding with a new T2201 application

• ✔️ Re-doing a prior application where information was incomplete or poorly aligned with CRA criteria

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CRA Review and Decision

After your application is received, the CRA reviews the medical and personal information to determine eligibility. You will receive written confirmation once a decision is made.

• If approved, you can claim the credit on your income tax return for the current and future tax years

• If denied, the CRA will explain the reasons and provide information on how to request a reconsideration or appeal

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Key Takeaways

• The DTC is a non-refundable tax credit for people with severe and/or prolonged impairments

• Approval requires medical certification and CRA review

• The credit helps offset additional costs related to living with a disability

• You or a supporting family member can claim it on your income tax return

• CRA processing may take time, so check your application status online
   

Pricing:

Disability Tax Credit T2201: Initial Assessment: $275

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Disability Tax Credit Reassessment

Simple Reassessment: $75

Terms: Clarification of forms, functionality.

The individual was previously assessed by us within the last 6 months. 

The condition and functional limitations are unchanged.

No new medical documentation is required

The request involves a straightforward renewal or confirmation.

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Extended Reassessment: $150

Terms: Clarification of forms, functionality (new or recently changed)

New or updated medical records are submitted

Functional status changed

Additional clarification is requested by the receiving authority

Multiple functional areas require review

 

After 6 months: 

Reassessments are not offered beyond 6 months. Requests made after this period require a new assessment at the full service fee.  

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