Check this out, maybe that would help.
In addition, they have a dedicated page for every tax form, for example 8825 tax form, etc.
This year I finally found someone who understands me. She is a psychologist who is just starting out. She filled out the T2201 for me in great detail. She attached a letter detailing her diagnosis. This young lady is super intelligent. My other doctors refuse to complete the T2201 for me. They said I am high functioning. This young psychologist disagrees with them based on the tests she has given me. I sent in my completed T2201 three weeks ago. I am expecting a response the earliest January 2019.
My psychologist just informed me CRA wants more detailed information about my health. This information must remain confidential between my psychologist and CRA. I am not allowed to know this info.
I would need convincing to agree to that.
That is the psychologist saying that, I don’t think CRA would.
Ask what kind of information and why you can’t know.
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Thank you jammer. I find that strange. I will be seeing my psychologist in person in a couple of weeks.
I vaguely recall (but maybe I’m making it up) that the only reason a psychologist can withhold your medical record is if knowing would result in you harming yourself or others.
Your psychologist should be able to explain everything to you.
Good luck.
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Thank you again jammer. I reread the email from my psychologist and she said they (CRA) “They have asked that it remain confidential.”
I am will be seeing her in person soon so I will find out what is going on.
I saw my psychologist today and she clearly said CRA does not want me to know what she wrote in her detailed report to them for the DTC. We shall see what happens next. She spent one week on her detailed report so she will be sending me a huge bill plus courier cost.
When I got it (a long time ago), the form said:
Service Canada will assist with the cost of completing the Medical Report by paying up to $85.00 directly to you. To ensure payment, please include an original invoice with your report. Your invoice must include our client’s name, address and identification number. Depending on your practice or business, your invoice must include one of the following for Canada Revenue Agency (CRA) purposes: - your Business Number (BN); or - your Goods and Services Tax (GST) / Harmonized Sales Tax (HST) number; or - your Social Insurance Number (SIN).
Good luck.
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I’d be tempted to tell her that you can’t accept a bill for a report that you aren’t allowed to see.
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Thank you jammer and Nip for the excellent posts and advice. If she sends me a bill I may tell her it is my understanding Service Canada pays her directly.
I have already told her no one ever heard of CRA saying DTC forms must be kept confidential from me the client.
I am guessing her boss wants my money. Everytime I pay for a session I have to E-transfer the money to her boss.
The Income Tax Act has its own definition of disability and meeting it can provide an annual tax credit (known as the disability credit) for individuals with long term physical or mental impairments.
Unlike the dictionary definition of disability, the Income Tax Act definition is multi leveled and complex. There are four basic levels of qualification for the tax credit.
- The impairment must be severe and prolonged.
Severe and “where it has lasted or may reasonably be expected to last, for a continuous period of at least 12 months”. - The impairment must result in a defined level of restriction.
The individual is markedly restricted in a basic activity of daily living.
The individual is significantly restricted in more than one activity of daily living so that the cumulative effect is the equivalent to being markedly restricted in a single activity of daily living.
The individual requires specified hours of life sustaining therapy. - The impairment must affect the ability to perform basic activities of daily living.
Mental functions necessary for everyday living.
Feeding or dressing oneself.
Speaking so as to be understood, in a quiet setting, by a person familiar with the individual
Hearing so as to understand, in a quiet setting, by a person familiar with the individual.
Elimination (bowel and bladder functions).
Walking. - The impairment must be certified by a medical practitioner on form T2201 and be approved by CRA.
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Also, she should have told you upfront how much work and time she was to put in, so that you could decide if you wished to continue with her, or a more experienced psyc who has filled out hundreds of these in less than an hour.
If she spent time researching and learning the process, this is not your expense, this is her professional learning time.
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She sent in the T2201 but then CRA sent her a four page form. This second form she completed and returned to CRA. She refuses to show me what she wrote and yes she did inform me she will spend one week on it. After all that I was approved. In 2023 I may need to file another another if I am not better. If I switch therapists for someone more experienced my new therapists will not know what to write. Well I guess we will end up before a judge. It’s a win lose situation for me because part of me does not trust her. I conveyed all of this to her.
The CRA can request more information from a medical professional, so it may have been this. As on the T2201, Part B, Step 2, for the medical practitioner:
Step 2 – Fill out the “Effects of impairment”, “Duration”, and “Certification” sections on page 5. If more information is needed, the Canada Revenue Agency (CRA) may contact you.
Eligibility for the DTC is based on the effects of the impairment, not on the medical condition itself. For definitions and examples of impairments
that may qualify for the DTC, see Guide RC4064, Disability-Related Information. For more information, go to canada.ca/disability-tax-credit.
If they contacted her directly, this is information for her to provide, and may not necessarily belong to you. It may have been a letter drafted by a CRA reviewer, so it is not a form that is accessible, it may be a list of questions from the reviewer which is not in standard form.
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Excellent point. I believe you are correct.
My question to her if CRA audits me and disallows my DTC as they sometimes do how do I defend myself without all the data? I asked my therapist “What happens if she passes?” Where or how do I get that form?
It will be in your CRA file.
In 2023, I believe they can review all from the beginning, and may not give so much trouble because of what is on file, if your practitioner at that time certifies the T2201. Maybe they will be asked additional information. So, keep seeing your practitioners and make sure they document in their files for future use.
And even then you have CRA appeal options that can access this information.
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Thank you very much TryToSmile. You gave me excellent advice.
You have heard of that happening?
Disallowing the DTC.
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I think I read about it somewhere on RL.