User Guide
Obtaining a statement for tax purposes
This statement, which presents all the claims for medical expenses you made over the year, makes it easier for you to apply for tax credits for certain medical expenses (at the federal or provincial level).
Here’s how to generate a tax statement and answers to some frequently asked questions.
Step 1
On the Customer Centre Summary Page, in the Shortcuts on the right, click Get your statement for tax purposes.
Step 2 – Obtaining a statement for tax purposes
You can generate a simplified or detailed statement.
The simplified statement will show only the total amount (Claimed Amount) and the reimbursed amount (Paid Amount) for medical expenses for the year in question.
The detailed statement will also include the following information:
- Date on which treatment was received or a medical device was purchased
- Name of the insured
- Type of medical expenses
- Amounts paid and reimbursed
- Etc.
1. Choose the participants to include on the statement and the year or period.
2. Click Submit to see the statement on screen.
3. To print and save a copy of the statement, click
Example:
1. Choose the participants to include on the statement and the year or period.
2. Click Detailed statement.
3. For a comprehensive list of eligible medical expenses, refer to the Canada Revenue Agency website.
4. Remove all ineligible expenses by unticking the corresponding box.
5. Click Recalculate. The Claimed Amount and Paid Amount will be updated accordingly.
Important! Untick the boxes of expenses that are not eligible for tax credits. Please note that detailed statements can be exported in PDF or Excel format.
The premium receipt shows the total amount of group insurance premiums paid in the last year.
Click Tax receipt for premiums paid in the Statements for Tax Purposes section.
If there is no link in your window, then refer to your employer’s tax slip.
Select the year or period and click Submit.
The document will be uploaded to the Statements for Tax Purposes section in 24-48 hours.
FAQ
A denied claim doesn’t mean the expense is not eligible for a tax credit. Also, the type of care claimed may not be covered by the group insurance plan.
Example 1
You maxed out your physical therapy health care coverage. The claim is therefore denied by Beneva but the expense is still eligible for a tax credit.
Example 2
Your plan doesn’t cover acupuncture. The claim is therefore denied but the expense remains eligible for a tax credit.
A comprehensive list of eligible expenses is available on the Canada Revenue Agency website.
Sometimes service providers (pharmacists, dentists, etc.) send in more than one electronic invoice (e.g., to correct the amount).
Untick the ones that don’t apply and click the Recalculate button to remove them from your statement.
Statements are kept for a period of 12 months and only deleted after this time. We keep them as reference in case follow-ups are required.
All dependents who are no longer insured under the policy will remain on your list for a period of five years.
This is because you can generate a statement up to five years prior. This is why a dependent who did not claim any expenses in the last year still appears.
Also, when dependents have no claimed expenses over the statement period, their name will not appear even if they are selected.