Life is difficult when you’re disabled. There may be problems getting dressed, eating, or otherwise performing the chores necessary to get through each day. The Canadian government offers many tax benefits and assistance programs to ease the burden of a disability, both for the disabled person and a caregiver, but none can be fully enjoyed unless eligibility requirements are met and disability tax forms filled out.
According to the Canadian government, a person who is disabled suffers from a physical or mental impairment considered “severe” and “prolonged,” which means the person can’t work regularly or even work at all, or it is likely to be long term and life threatening. For the purposes of eligibility, “long term” is defined as 12 months or more.
Disability Tax Forms to Fill Out
• T2201 Disability Tax Credit Certificate: this is a 12 page document made up of two pages of instructions and a third page for a self-assessment survey to help a disabled person or caregiver more clearly understand eligibility status. The self-assessment questionnaire includes five questions:
1. Has your impairment in physical or mental functions lasted, or is it expected to last, for a continuous period of at least 12 months?
2. Are you blind?
3. Do you receive life-sustaining therapy? This is defined as “therapy to support a vital function,” occurring three or more times a week.
4. Do the effects of your impairment cause you to be markedly restricted in one of the following basic activities of daily living, even with the appropriate therapy, medication, and devices? The activities include: hearing, walking, speaking, bowel or bladder functions, dressing, feeding, and mental functions like cognitive processing. “Markedly restricted” is defined as the disabled person being unable to perform basic daily activities of life without therapy or help from a caregiver, mechanical device, or medication.
The final question asks whether the disabled person is significantly restricted when attempting to perform two more basic activities for daily life, the restrictions exist all together or most of the time, or the cumulative effect of the restrictions is the equivalent of markedly restricted for one basic activity of daily life.
• GST518 GST/HST Specially Equipped Motor Vehicle Rebate Application. This form is meant to “claim a specially equipped motor vehicle rebate if you paid GST/HST on the purchase of a qualifying motor vehicle, or you paid GST/HST on a modification service performed on your motor vehicle.” As disability tax forms go, this one must be submitted within four years of the tax being paid.
• T2202 Education and Textbook Amounts Certificate. This form is for disabled students who are enrolled in a qualifying educational program. Full-time students are those who spend 10 hours a week in a qualifying program, while the tax defines a part-time student as someone enrolled for 12 hours a month.
• T929 Disability Supports Deduction is a form that allows the disabled person to file for expenses that no one has already claimed, such as: Attendant care services, Braille printers, Deaf-blind intervening services, Reading services, and Tutoring services, among many others. A full list is available with the form itself.
• Finally, Form XE8 Application for Refund of Federal Excise Tax on Gasoline is available to a disabled person, registered charity, or registered Canadian amateur athletic association and allows for a person to “claim a refund for part of the excise tax paid on gasoline at the rate of $0.015 per litre or $0.0015 per kilometre for allowances paid to employees for the operating expenses related to vehicles used for business purposes.”
For more information, contact us now at 855-752-0288 for more details and we’ll help you get the assistance and support you’re entitled to receive.