Health Condition Refund (Tax Credit) ELIGIBILITY ASSESSMENT FORM For CHIldren & Dependant Adults

    You may be able to claim all or part of your dependant's (other than your spouse or common-law partner) disability amount if they were living with you in Canada or dependent on you for all or some of the basic necessities of life (food, shelter, or clothing).​
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    * This email is going to be used as your identifier for your file. 
    ​Please choose an email you use often.  
    Please indicate a convenient phone number for contact.  We will contact you within two working days after you submit this form.  ​​
    ​Please confirm whether you would like us to call you at the above number to discuss your tax refund opportunities.

    Health Conditions Section: 

    In this Section please select which area  is of greatest concern or limitation to you (or the family member you are assessing) right now. 

    DESCRIPTIONS:
    Vision -  The child has a degenerative eye disease/condition.  
    Speaking -  he or she is unable or takes an inordinate amount of time to speak for his or her age
    Hearing -  he or she is unable or takes an inordinate amount of time to hear.
    Walking  - he or she is unable or takes an inordinate amount of time to walk for his or her age
    Eliminating - he or she is unable or takes an inordinate amount of time to personally manage bowel or bladder functions
    Feeding- he or she is unable or takes an inordinate amount of time to feed himself or herself for his or her age. 
    Dressing - he or she is unable or takes an inordinate amount of time to dress himself or herself for his or her age.
    Mental Functions - he or she is unable or takes an inordinate amount of time to perform these functions: 
    • Adaptive functioning related to self-care, health and safety, abilities to initiate and respond to social interactions, and common, simple transactions.
    • Memory (for example, the ability to remember simple instructions, basic personal information such as name and address, or material of importance and interest); and
    • Problem-Solving, goal-setting, and judgment (for example, the ability to solve problems, set and keep goals, and make the appropriate decisions and judgments).

    Life Sustaining Therapy - your child needs this therapy to support a vital function, even if this therapy has eased the symptoms; your child will need this therapy at least 3 times per week, for an average of at least 14 hours per week.
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    I Have a Child - either with Type 2 Diabetes, Autism or Dyslexia or other Developmental Delays eg. Down Syndrome. 

    Any brief comments or questions you would like discussed in our call 



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Frequently Asked QUestions:

How Long does this process take? 
Once the government receives your forms, it takes a minimum of 12 weeks, and could take up to a year.   
Often CRA asks for additional information.  

​How much can I expect to receive?
For each child under 18 you could receive up to $ 4,335/year (2017 maximum amount) 
For dependant adults, you could receive up to $ 2,590/ year (2017 maximum amount)

Can I claim refunds for prior years? 
CRA will also allow you to claim refunds for (up to) 9 years previous years depending
​on the year in which your disability actually began.

Total retroactive refunds could exceed  $ 38,000 for a child under 18 years old.
and total retroactive refunds could exceed $ 22,000 for an eligible dependant adult.

What if my initial application is declined? 
If your initial application is declined for any reason, there are still many other avenues available to pursue your claim. You can depend on our knowledge and experience to navigate the complicated CRA protocols to secure ANY tax refunds, that we become aware of, that you are entitled to.  ​

Email: ​dclerk@telusplanet.net