Toll Free Number:1-844-832-1777

Local Number: 613-832-1777

Email Address: info@countsmart.ca

Fax Number: 613-834-3777

Disability Tax Credit for Alzheimer’s Disease: Financial Relief for Seniors and Adults in Canada

ADHD Caption

Living with Alzheimer’s Disease affects more than memory it reshapes daily routines, safety, and independence. From confusion about familiar places to difficulty managing finances or medication, many Canadians face growing challenges as the condition progresses.

At Count Smart, we help seniors and adults with Alzheimer’s Disease access the Disability Tax Credit (DTC). Our goal is to simplify the process, ensuring your application accurately shows how cognitive decline affects your daily life so you can receive the tax savings you’re entitled to.

Does Alzheimer’s Qualify for the Disability Tax Credit?

Yes. The Canada Revenue Agency (CRA) recognizes Alzheimer’s as a potentially eligible condition when it causes prolonged and significant restrictions in mental functions necessary for everyday life.

You may qualify if you experience:

  • Memory loss that affects safety, decision-making, or personal management
  • Difficulty communicating or understanding instructions
  • Challenges with managing finances
  • Confusion, disorientation, or wandering requiring supervision
  • Dependence on caregivers for daily living or medication management

The CRA looks beyond diagnosis, it evaluates how the disease limits your ability to live independently. Even if supported by medication or family care, you may qualify if help or supervision is required daily.

LP for ADHD & Autism

This field is for validation purposes and should be left unchanged.

The Daily Impact of Alzheimer’s on Canadians

For seniors, Alzheimer’s can mean losing the ability to manage personal care or live alone safely. For younger adults diagnosed with early-onset Alzheimer’s, it may interfere with employment, relationships, and long-term financial planning.

The Disability Tax Credit provides financial relief to help offset the cost of memory care, in-home support, safety modifications, and respite services. Retroactive refunds can also help recover funds spent on caregiving over previous years.

At Count Smart, we ensure your application clearly outlines how Alzheimer’s affects both cognitive and physical independence, improving your chances of CRA approval.

What Medical Documentation Is Needed

The CRA requires a complete record of how Alzheimer’s limits cognitive function, not just a diagnosis. The right documentation provides clear evidence of daily restrictions and duration.

You’ll need:

  • A Form T2201 completed by a licensed medical practitioner (neurologist, geriatric specialist, or family doctor)

Count Smart coordinates with your healthcare provider to ensure the medical portion of your claim reflects your true needs. We handle the non-medical sections of your application and prepare a CRA-ready package.

What Financial Benefits Can You Expect

Approved DTC applicants may be eligible for:

  • Up to $1,958 to $3,169 per year in non-refundable tax credits, depending on province and tax return
  • Retroactive refunds for up to 10 years, if you were previously eligible but not approved
  • The ability to transfer unused credits to a spouse, caregiver, or family member who provides support

These credits can reduce annual expenses related to in-home care, memory therapy, or facility costs offering both financial relief and peace of mind.

Call us today to find out if you or your loved one qualifies.

How Count Smart Simplifies the Process

Applying for the DTC while managing Alzheimer’s care can be challenging. Count Smart provides step-by-step guidance so families can focus on care rather than paperwork.

  1. Free Eligibility Review – We assess your situation and explain CRA’s requirements for Alzheimer’s claims.
  2. Medical Coordination – We collaborate with your doctor to ensure cognitive impacts are clearly documented.
  3. Document Preparation – We compile and review the non-medical materials for a clear and compliant submission.
  4. Ongoing Support – We monitor your file, manage CRA communication, and assist with appeals if required.

To learn more about how we streamline the process, visit our How It Works page.

Start Your Application Today

At Count Smart, we believe that every Canadian living with Alzheimer’s deserves both compassion and financial relief. Our dedicated team works closely with families to ensure every detail of the application is accurate, compliant, and complete.

Book your free consultation today and let Count Smart help you access the Disability Tax Credit for Alzheimer’s Disease.

FAQs: Alzheimer’s Disease and the Disability Tax Credit

Alzheimer’s may qualify if the disease causes prolonged restrictions in memory, judgment, or communication that prevent independent living. The CRA doesn’t focus solely on diagnosis, it evaluates how much supervision, cueing, or daily assistance is needed for safety and personal management.

Yes. A spouse, adult child, or legal caregiver can apply on behalf of a person with Alzheimer’s, provided the medical section of Form T2201 is completed by a licensed practitioner. Caregivers can also transfer unused credits from the applicant to help offset out-of-pocket expenses for care, transportation, or home support.

Yes. If Alzheimer’s symptoms have affected independence for several years, the CRA allows retroactive claims for up to 10 years. Your healthcare provider must confirm the timeline of symptoms and care needs. Count Smart helps families align medical dates with tax years to maximize eligible refunds.

No. Using medication or therapy to manage symptoms does not disqualify you. The CRA recognizes that even with treatment, individuals may still need daily help for safety, orientation, or communication. The key factor is how much assistance remains necessary despite treatment.

If denied, you can request a reconsideration within 90 days or submit a new, stronger application. Denials often happen when the impact of daily restrictions isn’t clearly described. Count Smart assists by reviewing your original file, working with your physician to clarify cognitive limitations, and preparing a detailed reapplication or appeal that meets CRA expectations.

Our Reviews

5.0
Based on 5 reviews
powered by Google
Paloma Kinnear
20:24 21 Sep 22
I cannot rave about Count Smart enough. Not only does the team mind my family's personal taxes (Regular and DTC) but also ensures that my business taxes are done beautifully. I am guided every step of the way and am met with patience, kindness and a lot of good laughs. There's no one else like them in the city. They are beyond knowledgeable and professional.
Paloma Kinnear
03:12 09 Nov 19
Reliable, honest and caring. Count Smart goes above and beyond to ensure their clients are given the upmost support and care.
Jk Squik
20:50 12 Oct 19
Great communication with staff. Prompt and efficient tax services.my file was handled by real pros. Loved the service. Very understanding and empathetic.
Natalie Hutchison
13:12 23 Feb 19
What amazing service. From doing Tax Preparation for us and helping my mother with her disability tax credit. Barbara and Paloma thanks a million and I encourage people if you need help in accounting, taxes and DTC, Count Smart Orleans is your way. 👍🏼
dunno nuggie cutey
19:49 30 Jul 18
Excellent service