Identification and Questionnaire
"This form is for use by an existing client to provide us with your personal tax information."
Need to finish later? Click the SAVE button at the bottom right of this form to pause your progress. You will automatically receive an email with a RESUME link. Please ensure you save your work before exiting to avoid losing any data.
Note on Uploads: You will see the UPLOAD button throughout the form, but feel free to upload all your files at the very end if you prefer.
Please print your legal name as per CRA record.
Name is required.
Province is required.
ELIGIBILITY VERIFICATION
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IMPORTANT NOTE: To claim this credit, you must have an active, approved
Disability Tax Credit (T2201) certificate on file with the CRA. Please only provide details if you have determined you are eligible after reviewing the CRA website thoroughly at
Disability Tax Credit (DTC) page of CRA.