DTC Tax Year Tracker Canada | Disability Tax Credit Organizer (6-Page PDF)

Keep your Disability Tax Credit history organized year after year.

The Claire Bennett DTC Tax Year Tracker is a practical 6-page printable resource designed to help Canadians keep a clear record of their DTC-approved years, disability amount claims, tax return information, CRA assessments and reassessments, important dates and annual follow-up.

Instead of trying to remember what happened with your DTC from one tax year to the next, you'll have one organized place to record the information you may want to refer back to in the future.

WHAT'S INCLUDED
This 6-page PDF includes:
• An introduction to understanding your DTC tax years
• An explanation of approved, claimed and adjusted tax years
• A DTC approval-at-a-glance organizer
• Space to record approved years and an expiry date, if applicable
• A year-by-year DTC tax tracker
• Space to record whether the disability amount was claimed
• A record of who claimed the disability amount, including a supporting family member where applicable
• Tax return filing and assessment/reassessment date tracking
• A year-by-year DTC claim record
• A checklist for important DTC and tax documents
• Important date tracking
• A CRA Account review checklist
• Possible next-step reminders
• An annual DTC check-in
• Space for additional notes and follow-up information

WHO THIS RESOURCE IS FOR
This resource may be helpful if you have been approved for the Disability Tax Credit and want an organized way to keep track of your DTC information from one tax year to the next.

It may also be useful for someone helping an approved family member organize their DTC-related tax records.

IMPORTANT: WHAT THIS RESOURCE DOES NOT DO
This resource does not determine DTC eligibility, entitlement, tax treatment or refunds.
It does not calculate the disability amount, determine whether an amount can be transferred to a supporting family member, or determine whether a previous tax return should or can be adjusted.

The Canada Revenue Agency determines DTC eligibility and administers the applicable tax rules and procedures.

This resource is provided for educational and organizational purposes only. It is not medical, legal, tax or financial advice and does not replace information or instructions provided by the Canada Revenue Agency or advice from an appropriate qualified professional.

Government programs, tax rules, forms, procedures and requirements can change. Always verify current Disability Tax Credit and tax information directly with the Canada Revenue Agency before taking action.

DIGITAL PRODUCT
You will receive one 6-page PDF digital download.
No physical product will be mailed.
You can print the resource at home or use the PDF digitally with compatible software. 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.