Are you thinking of applying for or renewing the Disability Tax Credit Certificate? If so, there is a new version of my Autism and the T2201 Guide released with some significant changes.
The T2201 – Disability Tax Credit Certificate has some major changes with respect to the Mental Functions portion of the form.
I really hate giving the Federal Government praise, but the changes are dramatic and make sense. No longer are narratives to describe the deficit in Mental Functions required and the categories have been expanded into a logical format.
It used to be that I recommended seeing a specialist to complete the form for your child, but with these changes it is now quite appropriate to take it to your family doctor. I still recommend that you go to a practitioner who has a history with your child and if that is a specialist then so be it.
As always, this is a do-it-yourself project. No accountants, lawyers, or so-called Disability Agencies are required.
Thank you, thank you, thank you !! You have helped our family navigate through the system, over and over !
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You are most welcome!
You are amazing, Milburn! 😉
Ah sucks. You are making me blush!
Hey Milburn, I just found your website after navigating the system for the last 6 months since my daughter’s assessment. I gotta say that the information laid out here is fantastic!
One question, I see that only certain medical professionals can fill out certain portions of Part B. I do see that a medical doctor can fill out any and all sections but in some cases my daughter’s occupational therapist or speech and language pathologist would be the better choice, but they would be limited to the Walking, Eating, & Dressing sections only . However we would still require a medical doctor to fill out sections like the ‘Mental functioning for everyday life’. Do you know if several medical professionals can collaborate on filling out this document or is it limited to just a single medical professional? I can’t seem to get a good idea about this anywhere. Thanks for your time!
Hi Milburn, do you know if several different medical professionals can fill out this document together or is it limited to one single medical professional only? I can’t seem to find an answer to this question anywhere. Thanks!
Interesting. I have never been asked that question before. I suppose it is theoretically possible but I have no idea why you would want to do that. It sounds horribly complicated.
Also keep in mind there is only one signature block at the end.
Just want to update you on the my question as I think it will help other parents who are seeking this tax credit and benefit. More than one medical professional can fill out the Disability Tax Credit Certificate and then one medical professional (such as a medical doctor who can fill out all of the sections) can amalgamate all the information and put it in one document. This was very useful for us in our case as our daughter’s Occupational Therapist was the best person to fill out certain sections that her family doctor knew nothing about, but we needed the family doctor to fill out certain sections that the Occupational Therapist was not authorized to fill out. So essentially, if we did not consolidate the information from multiple medical professionals, the document would have not had very much information on it as you are only allowed to submit one version of the document to the CRA. My daughters doctor was able to take all the information from all other medical professionals, consolidate it on one document and sign it. This has given us the strongest case possible with the most information on one document. Was it a pain in the ass? Yes a bit, but well worth it to have the most robust information provided possible.
Thank you for letting us know. I hope it goes well for you.
Interesting. I have never been asked that question before. I suppose it is theoretically possible but I have no idea
why you would want to do that. It sounds horribly complicated.
Also keep in mind there is only one signature block at the end.
Thanks for your reply. As I mentioned, I would only want to do this because no one medical professional actually knows enough about my daughter to fill all sections. She has team of therapists around her who collectively would be more qualified to comment on each section individually. Her doctor, who can fill out any and all sections is not actually very involved in her care plan. But as you say, it sounds horribly complicated.