Services
True North Disability Services
We help Canadians understand their Disability Tax Credit options, organize their application information, and navigate the process—from the initial assessment through medical paperwork and tax review.
Whether you are exploring the Disability Tax Credit for the first time or already have approval and want to review how it has been used, our team can explain the next steps for your situation.
Disability Tax Credit Application Help
We help you understand the Disability Tax Credit process, organize your paperwork and know what to expect next.
What to expect when you work with us
- Discuss your daily restrictions. We start by learning how your condition affects everyday activities, how long you have been affected, and the support you need. This helps us assess whether a DTC application may be appropriate.
- Review tax information and authorization. With your authorization, we review relevant tax information and explain the documents needed to move forward. This helps identify the potential tax benefit as well as the medical application steps.
- Prepare information for your medical practitioner. We help organize your history and practical examples of daily restrictions for the medical paperwork. Your practitioner needs time to review the information and complete and certify the medical portion.
- Submit the completed application and assist with follow-up. Once the required documents are complete, we submit them on your behalf and help with requests for additional information during the process.
- Review approved years and potential credit use. If your application is approved, we review the approved years and relevant tax information, including whether unused credits may be transferred to an eligible supporting family member or spouse.
Who handles each part?
True North helps organize the application information, prepares the documents within our role, submits completed paperwork and assists with follow-up. You provide accurate personal and tax information, explain your daily restrictions, authorize our involvement and arrange for your practitioner to complete the medical paperwork.
Your medical practitioner assesses and certifies the medical information. The CRA reviews the application and decides eligibility and the approved years. A diagnosis alone does not guarantee approval, and the amount of any refund depends on your medical and tax circumstances.
Read our eligibility information, follow the authorization instructions when requested by our team, or share our information for medical practitioners with your doctor.
Fees explained before you proceed
If we’re not successful in securing your refund, there’s no charge from us.
There are no upfront fees for our services. If a refund is issued to you, we invoice for our services according to your client services agreement. That agreement sets out the applicable fee terms; ask our team to explain anything you would like clarified before signing.
Start with an eligibility assessment
Find out whether you may qualify for the Disability Tax Credit. If you have questions or already have DTC approval, contact our team to discuss the appropriate next step.
Tax Assessments & Reviews
The Disability Tax Credit is a non-refundable tax credit. The value of a claim depends on the approved years, the tax payable in those years and how the credit can be used in your circumstances. Approval does not mean everyone receives the same refund.
Our tax review looks at relevant current and prior-year information, including eligible years within the previous 10 years where applicable. We review whether the DTC has been used and identify years where low or no tax payable may leave credits unused.
Where appropriate, we can review whether unused credits may be transferred to an eligible supporting family member or spouse. A transfer depends on the relationship, support provided and other relevant circumstances; it is not automatic.
Already approved for the DTC?
You may still benefit from a review of how the credit has been claimed. We can discuss unused approved years and potential transfers, and explain what information we need. This service focuses on DTC-related tax information and credit use; speak with our team about the scope of work before proceeding.
Registered Disability Savings Plan
The Registered Disability Savings Plan (RDSP) is a long-term savings program for eligible people with disabilities. DTC approval is an important requirement for opening an RDSP, but the plan and any government grants or bonds have their own eligibility requirements.
We can help you understand how DTC approval relates to the RDSP and point you toward professionals who can explain opening and managing an account. We are not financial advisors or brokers and do not provide personalized investment advice.
If you already work with a financial advisor, ask them about the RDSP, available grants and bonds, contribution options and withdrawal rules. The amount of assistance and investment outcomes depend on individual circumstances; projections are not guaranteed returns.
