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posted May 6, 2023 11:28:30 AM

CRA is doing a Medical review for 2021 taxes. What's the best software to input all needed dates & amounts, for multiple family members & practitioners to get organized?

I'm not an excel expert - having difficulty picturing how to get this done. Lots of expenses. Thanks.

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1 Replies
Level 15
May 8, 2023 11:09:28 AM

If you can't use excel- then simply make a list of each medical expense- you can put the ones for prescriptions together, medical travel and so on. Once you have them all listed- be sure that you include every receipt to show proof of each medical expense claimed. You will then mail it to the CRA- I would make a copy for yourself first- just to make sure that nothing goes missing. 

 

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