$3.69
Keep your Disability Tax Credit application organized from application to decision.
The Claire Bennett DTC Application & Follow-Up Tracker is a practical 8-page printable workbook designed to help Canadians keep important application details, CRA updates, correspondence, follow-ups and decision information organized in one place.
Instead of trying to remember when something was submitted, what CRA said, which dates matter or what still needs to be done, you'll have a clear record you can refer back to throughout the process.
WHAT'S INCLUDED
This 8-page printable workbook includes:
• An introduction and guide to using your DTC tracker
• A DTC application-at-a-glance organizer
• Digital and paper application tracking
• Submission and CRA receipt records
• Space to record important application and reference numbers
• A CRA Status & Progress Tracker
• A status check log for recording changes over time
• A CRA correspondence and communication log
• Space to record calls, letters, messages and reference numbers
• An Additional Information Request Tracker
• Practitioner follow-up tracking
• Response and completion records
• A Follow-Up & Important Dates Tracker
• Space for priorities, deadlines, outstanding tasks and next actions
• A Notice of Determination & Decision Record
• Separate spaces for recording approval or denial information
• Practical Claire Tips throughout
WHO THIS RESOURCE IS FOR
This workbook may be helpful for Canadians who are applying for the Disability Tax Credit or already have an application under review and want a simple way to keep the administrative side of the process organized.
It can help you keep track of what has happened, what you're waiting for and what may require your attention next.
IMPORTANT: WHAT THIS RESOURCE DOES NOT DO
This workbook does not determine whether you qualify for the Disability Tax Credit and does not guarantee approval.
It is not an eligibility assessment and does not provide medical, legal, tax or financial advice.
This resource is not created by, endorsed by or affiliated with the Canada Revenue Agency. A medical practitioner provides the applicable medical information as part of the DTC application process, and the Canada Revenue Agency makes the eligibility decision according to its current requirements and criteria.
Government programs, forms, procedures, eligibility criteria and requirements can change. Always verify current Disability Tax Credit information directly with the Canada Revenue Agency and consult an appropriate qualified professional when needed.
DIGITAL PRODUCT
You will receive one 8-page PDF digital download.
No physical product will be mailed.
The workbook is designed in Letter size and can be printed at home or used digitally with compatible software. You may print additional copies of reusable tracking pages for your own personal use.
Colours may vary slightly depending on your screen, printer, paper and printer settings.
For best results, download and save your PDF after purchase.
PERSONAL USE
Your purchase is for personal use only. The file may not be resold, redistributed, shared, reproduced for commercial purposes or uploaded elsewhere for distribution.
ABOUT CLAIRE BENNETT CANADA
Claire Bennett Canada creates practical Canadian guides, workbooks, checklists and organizational resources designed to make complicated systems easier to understand and manage.
Clear information. Practical tools. Made for everyday Canadians.
Your files will be available to download once payment is confirmed.
But please contact me if you have problems with your order
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Your information is used only where necessary to fulfil these purposes and is not used for unsolicited marketing. Claire Bennett Canada does not sell or rent your personal information.
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Personal information will only be retained for as long as reasonably necessary for business, legal, tax, accounting, or regulatory purposes.
If you have questions about how your information is handled in connection with this shop, please contact Claire Bennett Canada through Etsy messages or at clairebennettcanada@gmail.com.
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That's appropriate for the very simple business we actually have: digital Etsy sales, no mailing list yet, no physical shipping, and no need to claim we're collecting a bunch of data we aren't.