Worksheet

Put your situation into words the CRA will understand.

Most refused applications are not refused because the person does not qualify. They are refused because the form did not describe the effect of the impairment clearly enough. This worksheet helps you do that part properly, in your own words, before you fill in anything official.

Nothing you type here leaves your device

There is no account, no upload, and nothing sent to us or anyone else. This page has no way to send your answers anywhere — everything happens inside your own browser. When you are finished you get your own text back to copy, and what you do with it is entirely your business.

How to use it

Only fill in the sections that actually affect you. Most people use two or three.
Be specific and unflattering. “It takes me twenty minutes to walk one block and I stop twice” is worth far more than “I have trouble walking”.
Describe a typical bad day, not your best day. The CRA is asking what your life is actually like.
Answer as things are even with your medication, therapy, and any devices you use. That is the test the CRA applies.
When you are done, press Build my notes at the bottom and copy the result.

This is not the CRA form

This worksheet produces notes for you. The official form is T2201, and it must be completed on the CRA’s own form or through their website. Your notes are the raw material to work from — and something your medical practitioner can read before they complete their section.

Which route might apply?

There are three ways to qualify. Tick anything that sounds like you — you do not have to be sure.

A severe restriction in one area of daily life, nearly all of the time

Significant limitations in two or more areas which, added together, are as bad as one severe restriction

Life-sustaining therapy needing an average of at least 14 hours a week

Not sure? Our eligibility page explains all three in plain language.

The areas of daily life

Open only the ones that affect you. Everything is optional, and short answers are fine.

Walking

How far can you walk before you have to stop, and what happens when you stop?

How long does about one city block (100 metres) take you, compared with someone your age?

On how many days in a typical week is it this difficult?

Dressing

Which clothing or fastenings do you need help with, or cannot manage at all?

How long does getting dressed take you on a typical day?

How often do you need another person to help?

Feeding

What parts of preparing or eating a meal can you not manage on your own?

How long does it take you compared with someone else, and how often do you skip meals because of it?

Bowel or bladder functions

What help, equipment or routine do you need, and how often?

How much time does this take in a typical day?

Hearing

In what situations can you not follow a conversation, even with hearing aids?

How often does this happen, and what do you do instead?

Speaking

Who can and cannot understand you, and in what conditions?

How often do you have to repeat yourself, write things down, or give up?

Vision

What can you not see or read, even with glasses or contact lenses?

Has an optometrist or ophthalmologist given you measurements? Write them here if you have them.

Mental functions needed for everyday life

Which everyday things do you need reminding about, supervising with, or help to finish? Think memory, concentration, planning, judgement, and coping with change.

How much longer do ordinary tasks take you than they used to, or than they take other people?

What does a bad day look like, and how often do those happen?

Life-sustaining therapy

What therapy do you need, how many times a week, and how long does each session take?

Does that include time spent preparing, or working out doses? Describe everything the therapy takes away from your ordinary day.

Two more things

Anything else worth the CRA knowing — when this began, how it has changed, what you have stopped doing because of it.

Remember the twelve-month rule

The CRA only counts an impairment that has lasted, or is expected to last, at least 12 continuous months. If yours began recently but is expected to continue, say so in the box above.

Your notes

Press the button and your answers are gathered into plain text you can copy — into an email to us, into the CRA’s form, or to hand to your medical practitioner.

Remember my answers on this device, so I can come back later

Off by default. If you share this computer with anyone, leave it off — what you write here is private medical information. Turning it off again erases anything already saved.

Your notes, ready to copy

What to do with it

Send it to us at info@zerocuttaxsociety.ca and we will help you turn it into the wording for the form — free, as always. Or take it straight to your medical practitioner: they have to describe the same things in Part B, and it is far easier for them when you have already set it out.

See the whole process, step by step