Add medical expenses in Pro Tax

You can claim medical expenses for any 12-month period ending in the current tax year. Any expenses you claimed last year can’t be claimed again. Most payments count, even if they weren’t made in Canada.

Open the Medical Expense form

1. Open the return in Pro Tax.
2. Select Add New Form. The search window will display.
3. Enter the term “medical” in the search field, “Medical expenses” will display in the search results.
4. Select Add, next to “Medical expenses.” The “Medical expenses” option populates in the list of forms.
5. Select Insert forms.

Note: If this is a coupled return, the Medical Expense form in Pro Tax will automatically share information between the coupled returns.

Claim medical expenses

Enter information for the taxpayer, the spouse (or common-law partner) and dependent children on the Medical Expense form. The data flows to line 330 and 331 of the T1 return.

Optimize medical expenses

The Medical Expense form automatically shares information between coupled returns.

To optimize medical expenses, answer Yes to the question "Optimize medical expenses?."

Pro Tax will determine which taxpayer should claim the deduction at lines 330 and 331, according to the lowest net income (provided the taxpayer can claim all expenses).