DTC Pre-screener | Insight Disability Solutions

Pre-Screen Questionnaire

Disability Tax Credit (DTC): What Is the Disability Tax Credit?

The Disability Tax Credit (DTC) is a non-refundable federal tax credit administered by the Canada Revenue Agency (CRA). It is intended to recognize the impact of prolonged functional impairments on daily living, not simply the presence of a medical diagnosis.

Eligibility is based on how a condition affects your ability to perform basic activities of daily living, such as walking, mental functions, speaking, hearing, vision, feeding, dressing, or managing life-sustaining therapy — even if these activities are possible with significant time, effort, or support.

Many people who qualify for the DTC do not identify as having a “disability.” The CRA assesses eligibility based on function, frequency, duration, and cumulative impact, not labels.

Purpose of This Pre-Screen

This brief questionnaire helps us determine whether you may meet the CRA’s functional criteria for the Disability Tax Credit and whether it makes sense to proceed to a full review.

Starting here allows us to review your situation efficiently and provide appropriate guidance before moving forward.

Please read each statement carefully and check only the boxes that apply to you (YES responses).

If a statement does not apply, leave it unchecked.

Once completed, please provide your first and last name, email address, and telephone number so our team can review your submission and contact you if appropriate.

If three (3) or more boxes are checked, you may qualify for further review.

Submission of this questionnaire does not guarantee eligibility or approval.

Important Notes

This pre-screen is free and non-binding
This pre-screen is free of fees, not a paid service
This pre-screen assumes no binding contract(s) between Insight Disability Solutions and the CRA
Eligibility decisions are made by the (CRA)
This questionnaire is not tax advice and does not create a client relationship

How We Collect and Use Your Personal Information

By submitting this form, you consent to the collection and use of the personal information you provide. We collect your name, email address, and telephone number in order to:

Review your questionnaire responses
Determine whether you may qualify for further review
Contact you via the information you provide to explain next steps or answer questions

Your information is kept confidential and used only for these purposes. We do not sell or share your information with third parties without your consent.

What Happens Next?

Our team will review your submission and, if appropriate, contact you to discuss next steps. Most pre-screen submissions are reviewed within 1–2 business days.

Need Help Completing This Questionnaire?

If you’re unsure how to answer any of the questions or would prefer assistance, a member of our team can review the questions with you and complete the pre-screen over the phone.

📞 Call us at: 833-348-TAX1 (8291)

Guidance for Completing the DTC Pre-Screen Questionnaire

This questionnaire is designed to assess functional impact, not diagnoses or labels. The Canada Revenue Agency (CRA) determines eligibility for the Disability Tax Credit based on how a condition affects everyday functioning, even when treatment, medication, or assistive devices are used.

You do not need to be “disabled” or unable to work to qualify. Many individuals who qualify for the DTC continue to work, attend school, or manage daily responsibilities with difficulty.

What Is a Physical or Mental Impairment?

A physical or mental impairment is a medical condition or functional limitation that affects how an individual performs everyday activities. This may include physical, neurological, cognitive, psychological, or developmental conditions.

A specific diagnosis is not required to answer these questions. What matters is whether the condition:

Has lasted, or is expected to last, at least 12 months, and
Limits daily functioning despite treatment, medication, or supports

What Are “Basic Activities of Daily Living”?

For this questionnaire, basic activities of daily living are those recognized by the CRA, including:

Walking – moving short distances, standing, balance, endurance
Mental functions necessary for everyday life – memory, attention, judgment, problem-solving, emotional regulation, adapting to change, planning and organizing tasks
Speaking – being understood, communicating needs or information
Hearing – understanding speech or sounds, even with hearing aids
Vision – seeing clearly enough to read, recognize people, or navigate surroundings
Feeding – preparing food, bringing food to the mouth, chewing, swallowing
Dressing – selecting appropriate clothing and putting it on
Life-sustaining therapy – therapy essential to support a vital function (when applicable)

The CRA considers how much time, effort, assistance, or supervision is required to perform these activities.

What Does “Markedly Restricted” Mean?

“Markedly restricted” generally means that the individual:

Is unable to perform the activity, or
Takes at least three times longer than average, or
Requires substantial effort, assistance, or supervision to complete the activity

This applies even if the activity can still be done.

What Does “All or Substantially All of the Time” Mean?

This means the limitation is present at least 90% of the time.
The CRA looks at the individual’s typical level of functioning, not just their best days.

Fluctuating conditions may still qualify if limitations are present most of the time, including on “good days.”

What Are “Significant Restrictions in Two or More Areas”?

Some individuals are not markedly restricted in a single area but experience moderate limitations across multiple activities. When these combined limitations substantially limit daily functioning, they may meet CRA criteria.

What Is Life-Sustaining Therapy?

Life-sustaining therapy refers to therapy that:

Is essential to support a vital function
Is required at least 3 times per week
Totals 14 hours or more per week

Examples may include dialysis, insulin therapy, oxygen therapy, or other prescribed treatments.

Who Should Complete This Questionnaire?

This questionnaire may be completed by:

The individual applying for the Disability Tax Credit, or
A caregiver, parent, guardian, or legal representative answering on their behalf

Please answer based on the individual’s usual day-to-day functioning, not short-term changes.

Important Reminders

This pre-screen is free and non-binding
Checking boxes does not guarantee eligibility or approval
This is not an a formal application or contract for service
A regulated medical practitioner must certify functional impacts on CRA Form T2201