How do I claim disability tax credit and medical expenses?
Note: The title of this post is a bit ambiguous (and incorrect) in that there is no specific Medical Tax Credit for school or training costs, it is simply being able to claim training and schooling costs as part of the regular Medical Expense Tax Credit (i.e. Medical Tax Credit for School Costs). Can you claim disability tax credit and medical expenses
I didn’t include my letters in the article yesterday, but I have decided to include it here as an example. I have also put a very disclaimer on this, because I have already had a few folks talk as if I am guaranteeing things will work out if you follow my steps, far from it! I simply am supplying these as examples to help folks out.
Disclaimer: This is an example template of letters that need to be sent to the CRA to receive the METC (Medical Tax Credit for School Costs). I do not imply any guarantees with this letter, nor am I saying this is enough to get the METC, this is simply supplied as a starting point for folks who aren’t sure how to do this. The CRA decides each case individually the clearer your letter is, with as much information as possible should help your request. You should consult your Doctor, and or an Accountant if you are unsure of how to proceed.
Mr. & Mrs Big Cajun Man
Big Cajun Hacienda,
Ottawa, Ontario
H0H 0H0
(613) 555-1212
Big C8j Social Insurance:
Mrs. C8j Social Insurance:
Little C8j Social Insurance:
In Reference to Schooling as a Medical Expense for Little C8j
Our son Little C8j was diagnosed with Autism by Dr. Seuss of The Nice Kids Hospital in Ottawa, and the CRA has accepted this diagnosis as a mental disability (please find attached the supporting CRA documentation).
This letter is to support our request to have his school fees treated as a medical expense. We enrolled Little C8j in the Good School for 2011, instead of our local public school, as we felt the school better addressed his needs as a child on the autism spectrum.
** Here is where you include your reasons why the school serves your child’s specific needs in point form **
Our concerns about Little C8j’s sensory, behavioral and educational needs that we felt could not be addressed in the regular school system:
- Reason 1
- Reason 2
- Reason 3
The Reasons the Good School was our choice for his schooling:
- Reason 1
- Reason 2
- Reason 3
For these reasons we would like to request a reassessment of our 2011 and 2010 income tax returns (specifically for Big Cajun Man) and have the associated School Fees be included as Medical Expenses for these returns.
The Fees Paid for 2010 were: $xxxx.xx
The Fees paid for 2011 were: $xxxx.xx
(see attached receipts)
Best regards,
Big Cajun Man and Mrs. Cajun Man
Example of a possible Doctor’s Supporting Note
Dr. Seuss
His office address
North Pole, ON
H0H 0H0
In Reference to Schooling as a Medical Expense for Little C8j
To Whom it May Concern,
Little C8j was a student at the Good School in 2010, 2011 and 2012 and has been assessed as having Autism and requires more accommodation and support than can be guaranteed and provided in the regular Public Elementary School System.
Little C8j’s psychological assessment indicates his special needs.
Tuition fees paid in 2010 and 2011 to the Good School are eligible under the Medical Expense Tax Credit (METC) of the Income Tax Form according to Section S.118.2 (2) and regulation 5700 in the Income Tax Act.
Dr. Seuss, M.D.
Hope this helps you get Medical Tax Credit for School Costs.
