Assessment
To receive a credit refund due to the nature of your disability; it must be severe, prolonged and cause a marked restriction in the activities of your daily life.
A Step Beyond & Associates can discuss your situation(see Contact).
The discussion will assist us to review your options and discuss your present situation, whether or not you would qualify for any Disability Tax Credit.
Are You Eligible for a Disability Tax Credit Claim?
Maybe you are eligible for disability tax credit-DTC claim if a qualified practitioner (medical doctor, optometrist, audiologist,
occupational therapist, physiotherapist, psychologist and speech-language pathologist) certifies on the DTC form that you have a
prolonged impairment and certifies its effects.
One can identify if there is a possibility/may be eligible to claim the disability amount-DTC, please use the self-assessment questionnaire.
Self-Assessment Questionnaire:
The self-assessment questionnaire provides or helps you to assess whether you may be eligible for the DTC claim (also called disability
amount).
1. Your impairment (physical or mental function) has it lasted, or is it expected to last for a continuous period of at least 12
consecutive months-this is classified as prolonged impairment?
Yes___No___,
if you answered Yes; answer questions 2 to 5 below, if you answered No, you are not eligible for the DTC claim; for you to claim the DTC amount, your impairment has to be prolonged.
2. How is your sight-are you blind? Yes___No___
3. Life-sustaining therapy; do you receive such therapy to support your life even if it alleviates the symptoms. Examples of this therapy are chest physiotherapy to facilitate breathing or kidney dialysis to filter blood; insulin therapy to treat Type 1 diabetes in a child who cannot independently adjust the insulin dosage, all of these therapies qualify. Do you require therapy at least 3 times per week, for an average of at least 14 hours per week? However, implanted devices such as a pacemaker or special programs of diet, exercise, or hygiene, also do not qualify. Yes___No___
4. The effects of your impairment, do they cause you to be markedly restricted (that all or substantially all the time, and even with
therapy other than life-sustaining therapy) and with the use of devices and medication you are still unable to perform at least one of the basic activities of daily living (they are speaking, hearing, walking, elimination-bowel or bladder functions, feeding, dressing and
performing the mental functions necessary for everyday life). Yes___No___
5. That because of your impairment, do you meet the following conditions such as being significantly restricted (means that although
you do not quite meet the criteria for markedly restricted, your ability to perform the basic activity of daily living or vision is still
substantially restricted). Yes___No___
Looking at your replies in regards to this self-assessment questionnaire, if you answered Yes to question 1 and to any one of the questions 2 to 5, you may be eligible for the disability tax credit claim. If you answered NO to all of the questions 2 to 5, you are not
eligible for the claim.