Individuals with a severe and prolonged impairment in physical or mental functions can use this form to apply for the disability tax credit. The form describes the impairment; the Canada Revenue Agency (CRA) then decides whether the certificate is approved.
What this form is
An application and a certificate, not a receipt. Nothing is claimed on the strength of the form alone — the CRA reviews it and approves or does not approve it. Once it is approved, the certificate is the document behind the disability amount.
The CRA publishes it as a fillable PDF, a standard print PDF, a large print PDF, and an e-text file for a screen reader. You can also order alternate formats such as digital audio, electronic text, braille, and large print. The CRA lists RC4064, Disability-Related Information, as a related document.
Who fills it out
Two people, in two parts:
- Part A is completed by the applicant.
- Part B is completed by a medical practitioner.
The practitioner's part is the medical evidence. Because it is completed by someone else, it is the half of the form you do not control.
What it supports
The disability amount, on lines 31600 and 31800 of the return. The certificate is the evidence that the amount can be claimed; the amount itself is worked out when you file.
How long it stays valid
The CRA approves a certificate for a period of years rather than for a single year. That window is what drives when the amount can be claimed, so the approval letter matters as much as the certificate does — it is the letter that tells you which years are covered.
What to keep
Keep the approved Form T2201, Disability Tax Credit Certificate, and the CRA's approval letter together, and keep them for as long as the approval runs rather than filing them away with a single year's papers. This is a standing document: it goes on supporting a claim year after year until its window ends.
Dossier keeps the certificate and its approval letter as one standing record, so the years it covers are in front of you when you file.
Official CRA sources
Source: Canada Revenue Agency (canada.ca). Not tax advice.