Two new documents are available on my website today.
The first is an updated “T2201 Guide” which explains how to apply for the Disability Tax Credit for children with autism. There have been numerous changes over the past year including a new form, an online application for the physician and an online tool to guide you prior to your doctor’s appointment. If you need to apply (or re-apply) for the Disability Tax Credit for your child, this document is a must read.
The second is a brand-new guide to maximizing your refund after getting Disability Tax Credit (DTC) approval. There are many misunderstandings about what can be claimed and back dated following DTC approval. This document will guide you through the process in an easy straight forward manner. The Post T2201 Guide can be downloaded directly or from my files page.
10 thoughts on “New Disability Tax Credit Documents”
Our current T2201 is good for 3 more years. Do I still have to complete a new version now?
No. You are good until your current T2201 expires.
is this a federal tax benefit?
My child has Asperger’s. In your experience, do these children qualify?
Your child may very well qualify. It depends more on the effects of Daily Living rather than the diagnosis. Please read my T2201 Guide which is available on my files page for more information.
My child has been diagnosed with autism but he has cerebral palsy too.
What does it been in the guide line about “first time home buyer…”
We had the house when he was born?
Hi. There is a tax credit for first time home buyers ($5,000 which works out to a $750 refund). If a subsequent home is purchased for the benefit of someone who qualifies for the Disability Tax Credit, you may claim the Home Buyers Amount again (for as many times as you purchase a home for the benefit of this individual).
Hi Milburn, Thank you for organizing so many relevant autism resources and publishing guides all in one place and keeping the information current. So helpful! My kids were diagnosed with autism+ in 2016 & 2019 and thankfully I had a really good psychologist who guided me with some of the vital ‘next steps’. So I did already know about the DTC and requesting tax re-calcs back to their birth year. I did receive significant reimbursements once the tax re-cals were completed. However, my letter was very brief compared to your template where you have listed a re-calc request of all relevant benefits and credits. I did not think of doing that and left it in the hands of the CRA by simply asking for a tax recalculation based on their DTC and requesting the specific tax years to re-calculate. Are you certain it is required to request a re-calc of each credit/benefit as per your template? It’s a great plan but it’s left me wondering if the CRAs tax re-calc in my situation has (or has not) been inclusive. At this point, I wouldn’t know how to look up what they re-calculated and what they didn’t (if any). Please let me know your thoughts on this. Thanks.
The CRA will automatically back date the Disability Tax Credit (if you ticked the box on the T2201) and the Child Disability Amount for the current and two previous years. Anything else such as the Caregiver amount, you will need to make a specific request. I hope this helps.