TaxCycle can automatically calculate and claim a transfer of the disability amount from a dependant, if you complete a full return for the dependant within a family return (learn how to do this in the Dependant and Family Returns help topic). Otherwise, you will need to enter information directly on the Dep worksheet in the supporting taxpayer's return.
The CRA will accept a return submitted through EFILE that includes the disability amount (for the taxpayer or a transfer from a spouse or dependant) even if there is no valid T2201 on file with the CRA.
However, you will notice the following extra text within the acceptance message:
There is no approved Form T2201, Disability Tax Credit Certificate on record for this taxpayer with the Canada Revenue Agency for this tax year. The claim for the disability amount will be reviewed before we assess this return. This may cause delays.
The CRA may contact the preparer, or the client, if no T2201 can be found, either on file or in processing. If your client has only recently obtained the necessary T2201 from their doctor, be sure to have it sent to the CRA as soon as possible. The return will not be processed until the T2201 has been received but may be adjusted to exclude the claim if the T2201 is not received in a timely manner.