Disability Tax Credit (DTC) Services

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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​

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• Comprehensive review of medical history and functional impact

• Structured assessment of daily living restrictions, including:

  • Mental functions

  • Mobility

  • Vision

  • Feeding, dressing, and elimination

  • Life-sustaining therapy (where applicable)

• 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

• Accurate completion of Form T2201 – Disability Tax Credit Certificate

• NP attestation grounded in:

  • Functional impairment (not diagnostic labels)

  • Frequency, duration, and severity of limitations

  • CRA-aligned language and standards

• Integration of supporting documentation where appropriate

Reassessments & Previously Denied Applications

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We regularly support individuals who have:

• Been denied the DTC

• Received partial approvals or time-limited approvals

• Had applications completed without sufficient functional detail

This service includes:

• Review of prior CRA decisions and submissions

• Identification of gaps or inconsistencies

• Re-assessment of current and/or historical functional impact

• 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

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If CRA requests additional information after submission, we provide:

• Review of CRA correspondence

• Clarification responses consistent with original assessment

• Supplemental functional documentation (when appropriate)

This ensures continuity and accuracy — not retroactive alteration of facts.

Caregiver & Collateral Functional Input

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In cases where:

• The applicant has cognitive impairment

• Functional history spans many years

• Medical records are limited

We may incorporate:

• Structured caregiver interviews

• Functional history affidavits

• Third-party corroboration to support clinical findings