Disability Tax Credit (DTC) Services
Comprehensive Health Care Practitioner Assessment & CRA Application Support
Our Disability Tax Credit Service
The components shown below together form our comprehensive Disability Tax Credit (DTC) service.
Not every component is required in every case. Each assessment is tailored to the individual’s functional circumstances and CRA eligibility criteria.
Disability Tax Credit (DTC) Services
Disability Tax Credit (DTC) Services
At Insight Disability Solutions, we provide end-to-end Disability Tax Credit (DTC) support, led by a licensed Nurse Practitioner. Our service goes beyond form completion — we conduct a structured functional assessment to determine whether a person meets Canada Revenue Agency (CRA) eligibility criteria and to document those findings accurately and ethically.
The DTC is not based solely on diagnosis. It is based on how a condition restricts daily functioning. Our role is to assess, document, and attest to those functional limitations where they exist.
Initial DTC Eligibility Assessment
Initial DTC Eligibility Assessment
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Comprehensive review of medical history and functional impact
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Structured assessment of daily living restrictions, including:
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Mental functions
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Mobility
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Vision
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Feeding, dressing, and elimination
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Life-sustaining therapy (where applicable)
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Determination of whether proceeding with a DTC application is clinically appropriate
If an individual does not meet CRA criteria, we advise against submitting an application.
Completion of CRA Form T2201
Completion of CRA Form T2201
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Accurate completion of Form T2201 – Disability Tax Credit Certificate
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NP attestation grounded in:
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Functional impairment (not diagnostic labels)
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Frequency, duration, and severity of limitations
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CRA-aligned language and standards
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Integration of supporting documentation where appropriate
Reassessments & Previously Denied Applications
Reassessments & Previously Denied Applications
We regularly support individuals who have:
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Been denied the DTC
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Received partial approvals or time-limited approvals
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Had applications completed without sufficient functional detail
This service includes:
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Review of prior CRA decisions and submissions
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Identification of gaps or inconsistencies
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Re-assessment of current and/or historical functional impact
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Completion of reassessment documentation or clarification where clinically supported
Not all denials are reversible. We only proceed when a reassessment is clinically justified.
CRA Follow-Up & Clarification Support
CRA Follow-Up & Clarification Support
If CRA requests additional information after submission, we provide:
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Review of CRA correspondence
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Clarification responses consistent with original assessment
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Supplemental functional documentation (when appropriate)
This ensures continuity and accuracy — not retroactive alteration of facts.
Caregiver & Collateral Functional Input (When Required)
Caregiver & Collateral Functional Input
In cases where:
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The applicant has cognitive impairment
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Functional history spans many years
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Medical records are limited
We may incorporate:
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Structured caregiver interviews
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Functional history affidavits
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Third-party corroboration to support clinical findings
Reassessments and CRA Follow-Up
A reassessment involves a new or updated review of functional impact when a previous application was denied, partially approved, or lacked sufficient detail.
CRA follow-up or clarification support occurs only if the CRA requests additional information after an application has been submitted.
These are distinct processes and are provided only when clinically and ethically appropriate.
Additional Documentation When Required
Some Disability Tax Credit applications require additional documentation, such as caregiver or collateral functional input. These supports are incorporated only when clinically necessary and form part of the overall DTC assessment process.
Important Note
Disability Tax Credit applications vary in complexity. Some cases may require additional assessment time or documentation review depending on individual circumstances.
Additional Accessibility & Accommodation Support
In addition to Disability Tax Credit support, we also assist with other accessibility and accommodation-related documentation, including accessible parking permits, student accommodations, caregiver dependency forms, housing supports, and vehicle accessibility accommodations.
How Our Disability Tax Credit (DTC) Support Process Works
Pre-Screening
We begin with a brief pre-screen to determine whether pursuing the Disability Tax Credit is appropriate based on functional impact and CRA criteria.
This step helps avoid unnecessary costs and sets clear expectations.
Comprehensive Intake
If appropriate, we complete a structured intake to gather:
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Medical and functional history
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Daily activity limitations
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Relevant documentation and records
This ensures the assessment is complete and aligned with CRA requirements.
HCP-Led Functional Assessment & Form Completion
A licensed Nurse Practitioner completes Form T2201 (part B) using:
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Evidence-based, CRA-specific language
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Clear documentation of functional limitations
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Accurate certification within the NP’s scope of practice
Our focus is precision, clarity, and eligibility-focused wording.
Submission Guidance
We provide clear instructions on how you submit your application to the CRA.
Please note: Insight Disability Solutions does not submit forms to the CRA on your behalf.
If the CRA requests clarification, additional information, or reassessment: We can assist with responses and supporting documentation.
Our Services
