A Disability Tax Credit Case Study: Significant Restrictions vs. Marked Restrictions

When a single mother of an 18-year-old girl with severe anxiety and an eating disorder contacted The National Benefit Authority to get her daughter a Disability Tax Credit, she knew our expertise would guide her through each stage of the tricky application process.

Our client’s mother spoke to our DTC experts, who educated and walked her through the steps. Weeks following our initial conversation, we sent our client her DTC application, which her mother filled out and gave to her doctor to complete.

In the meantime, we kept in contact with our client’s mother over the phone, discussing how a sponsor would help maximize her daughter’s DTC case. However, her mother made it clear she was the only person financially supporting our client.

In the end, we couldn’t help our client’s DTC claim – but that didn’t stop us from helping her apply for a Child Disability claim.

Another obstacle occurred when her doctor sent back our client’s application. With close attention to detail, our Specialists noticed that the completed application wasn’t signed, and immediately contacted the doctor’s office, confirming if her doctor could sign her application.

Once the application was faxed to us again, our agent noticed that pages were missing and immediately contacted the doctor’s office again. Even though the receptionist seemed upset, we had to do what was necessary to ensure our client’s application was filled out correctly to get her the disability tax benefit she deserves.

Our client’s DTC was mailed to Summerside Tax Centre. A month later, the CRA denied our client’s claim. However, we didn’t give up on our client’s case, and neither did her mother. We decided to start the application process once again, free of charge to our client.

Before starting a new DTC application, our DTC specialist advised our client’s mother that her doctor cannot sign for the same restrictions as before. We walked her through the new application details and informed her that the doctor could sign for “Significant Restrictions” instead of “Marked Restrictions.”

Once our client’s mother sent her new application to the CRA, we carefully monitored the progress of her DTC application. We even contacted the CRA on the status and delay of our client’s application, but once again the CRA denied her case for the second time.

However, once our appeals department reviewed our client’s case, they determined it was strong enough to object the initial ruling. Our client’s mother decided to file an appeal with us, which again came at no additional cost to her already struggling family.

After we sent an objection to the CRA, and a letter to her MP, her DTC form was approved!

This case lasted 669 days spanning from October 2015-August 2017, and included 193 entries into our communications log, along with 67 phone calls and 22 e-mails. The client was able to collect an estimated $6,000!

We carefully follow through on each DTC case we’ve submitted, ensuring the application process goes as smoothly as possible. Even if a client’s claim is rejected, our Benefits Specialists understand the DTC process and specialize in Disability Tax Credit reassessments and appeals.

If you’ve had a DTC claim rejected, and aren’t sure what the next steps you should take are, contact the National Benefit Authority today – we’ve helped over 40,000 Canadians successfully receive their Canadian disability benefits!