--- title: Resources --- Search - There are no suggestions because the search field is empty. - [Portal](https://client.mti-cpa.com/) - [Pay Online](https://mti-cpa.com/online-payment?hsLang=en) [![HEADER Logo](https://mti-cpa.com/hubfs/MTI%202025/HEADER%20Logo.svg)](https://mti-cpa.com?hsLang=en) [![HEADER Logo](https://mti-cpa.com/hubfs/MTI%202025/HEADER%20Logo.svg)](https://mti-cpa.com?hsLang=en) - [Home](https://mti-cpa.com) - [Services](https://mti-cpa.com/services) - [MTI Team](https://mti-cpa.com/mti-team) - [Clients](https://mti-cpa.com/clients) - [Blog](https://mti-cpa.com/blog) - [Resources](https://mti-cpa.com/resources) - [Contact](https://mti-cpa.com/contact) - [Home](https://mti-cpa.com) - [Services](https://mti-cpa.com/services) - [MTI Team](https://mti-cpa.com/mti-team) - [Clients](https://mti-cpa.com/clients) - [Blog](https://mti-cpa.com/blog) - [Resources](https://mti-cpa.com/resources) - [Contact](https://mti-cpa.com/contact) Search - There are no suggestions because the search field is empty. # MTI Resources - [Resources](https://mti-cpa.com/resources#resources) - [Business](https://mti-cpa.com/resources#business) - [Personal](https://mti-cpa.com/resources#personal) - [Estates & Trusts](https://mti-cpa.com/resources#estate-trusts) - [Forensic & Special Investigations](https://mti-cpa.com/resources#forensic-special-investigations) - [Not-for-Profit](https://mti-cpa.com/resources#not-for-profit) - [Non-Residents](https://mti-cpa.com/resources#non-residents) ## The best information is shared In this section, we have provided some resources organized by Service area. Also, please visit our blog, [MTI CPA Reading Room.](https://mti-cpa.com/blog?hsLang=en) We will make every effort to ensure the resources are current and accurate. However, due to the pace of change in the tax and accounting industries we cannot guarantee the continued relevance of the resources provided. The information and resources provided are not a substitute for professional advice and may not be appropriate for your situation. Please feel free to [contact us](https://mti-cpa.com/contact?hsLang=en) if you have any questions or would like further information. If you have any suggestions for additional resources, please let us know. - [2026 Q3 MTI Newsletter](https://mti-cpa.com/hubfs/MTI%20Newsletter/2026%20Q3%20Tax%20Tips.pdf?hsLang=en) - [2026 Q2 MTI Newsletter](https://mti-cpa.com/hubfs/MTI%20Newsletter/2026%20Q2%20Tax%20Tips.pdf?hsLang=en) [View Archives](https://mti-cpa.com/archives?hsLang=en) --- ## Business ### General - [Business Address Change Notification to Canada Revenue Agency](https://mti-cpa.com/hubfs/Tax%20Checklists/Address-Change-Notification-to-CRA-Business.pdf?hsLang=en) #### Checklists and Summaries - Self-Employment Summary ([PDF](https://mti-cpa.com/hubfs/MTI%20PDF%20File/Self-Employment-Summary.pdf?hsLang=en),[Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Self-Employment-Summary-Fillable.pdf?hsLang=en)) - Auto Expenses Summary ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Auto-Expenses-Summary.pdf?hsLang=en),[Fillable](https://mti-cpa.com/hubfs/MTI%20PDF%20File/Auto-Expenses-Summary-Fillable.pdf?hsLang=en)) --- ## Personal ### General - Individual Address Change Notification to Canada Revenue Agency [(PDF)](https://mti-cpa.com/hubfs/Tax%20Checklists/Address-Change-Notification-to-CRA-Individuals.pdf?hsLang=en) - [How Do I Pay My Personal Income Tax](https://mti-cpa.com/hubfs/Tax%20Checklists/How%20Do%20I%20Pay%20My%20Personal%20Income%20Taxes.pdf?hsLang=en) #### Checklists and Summaries - Personal Income Tax Checklist ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Personal%20Income%20Tax%20Checklist.pdf?hsLang=en), [Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Personal%20Income%20Tax%20Checklist_fillable.pdf?hsLang=en)) - Auto Expenses Summary ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Auto-Expenses-Summary.pdf?hsLang=en), [Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Auto-Expenses-Summary-Fillable.pdf?hsLang=en)) - Child Related Tax Credits Checklist ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Child-Related-Tax-Credits-Checklist.pdf?hsLang=en), [Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Child-Related-Tax-Credits-Checklist-fillable.pdf?hsLang=en)) - Employment Expenses Summary ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Employment-Expenses-Summary.pdf?hsLang=en), [Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Employment-Expenses-Summary-Fillable.pdf?hsLang=en)) - Rental Income Summary ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Rental-Income-Summary.pdf?hsLang=en), [Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Rental-Income-Summary-Fillable.pdf?hsLang=en)) - Medical, Disability & Elderly Support Checklist ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Medical-Disability-Elderly-Support-Checklist.pdf?hsLang=en), [Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Medical-Disability-Elderly-Support-Checklist-Fillable.pdf?hsLang=en)) - Self-Employment Summary ([PDF](https://mti-cpa.com/hubfs/Tax%20Checklists/Self-Employment-Summary.pdf?hsLang=en), [Fillable](https://mti-cpa.com/hubfs/Tax%20Checklists/Self-Employment-Summary-Fillable.pdf?hsLang=en)) --- ## Estates & Trusts #### General - Changes to Estate and Trust Taxation Effective January 1, 2016 [(PDF)](https://mti-cpa.com/hubfs/MTI%20PDF%20File/Changes-In-Estates-and-Trusts-Taxation.pdf) - Estate Capital Distributions to Non-Residents - Is a T2062 or T2062C required? [(PDF)](https://mti-cpa.com/hubfs/MTI%20PDF%20File/Distributions-to-Non-Residents-T2062-or-T2062C.pdf) - [Estate Tax Checklist](https://mti-cpa.com/hubfs/MTI%20PDF%20File/Estate-Tax-Checklist.pdf?hsLang=en) #### Executor Fees - [Executor Fees Information Sheet](https://mti-cpa.com/hubfs/MTI%20PDF%20File/Executor-Fees-Information-Sheet.pdf?hsLang=en) #### Tax Clearance Certificate - TX19 – Request for a Tax Clearance Certificate[(PDF, Fillable)](https://mti-cpa.com/hubfs/MTI%20PDF%20File/TX19-16e.pdf?hsLang=en) - [Blog article: Tax Clearance Certificate – The 5 W’s (Who, what, where, when, why?)](https://mti-cpa.com/tax-clearance-5-ws/?hsLang=en) #### RRSP / RRIF - [Blog article: Tax on RRSP/RRIF’s at Death – Does the Estate or RRSP/RRIF beneficiary pay?](https://mti-cpa.com/tax-on-rrsprrifs-at-death-does-the-estate-or-rrsprrif-beneficiary-pay/?hsLang=en) --- ## Forensic & Special Investigations ### General - [Do’s and Do Not’s when you are responsible for others’ funds](https://mti-cpa.com/hubfs/MTI%202025/PDF/Do-and-Do-Not-when-you-are-responsible-for-others-funds.pdf?hsLang=en) --- ## Not-for-Profit ### General - [Tax Filing Requirements for Non-Profit Organizations](https://mti-cpa.com/hubfs/MTI%202025/PDF/CRA-filing-requirements-for-NPO.pdf?hsLang=en) --- ## Non-Residents ### General - [Disposition of a Canadian Real Property by Non-Resident Vendors](https://mti-cpa.com/hubfs/MTI%202025/PDF/Disposition-of-Canadian-Real-Property-By-Non-Resident-Vendors.pdf?hsLang=en) - [Estate Capital Distributions to Non-Residents – Is a T2062 or T2062C required?](https://mti-cpa.com/hubfs/MTI%202025/PDF/Distributions-to-Non-Residents-T2062-or-T2062C%20(1).pdf?hsLang=en) - [Rental Income Earned on a Canadian Real Property by Non-Residents](https://mti-cpa.com/hubfs/MTI%202025/PDF/Rental-Income-Earned-on-a-Canadian-Real-Property-by-Non-Residents.pdf?hsLang=en) ### Sign up for our newsletter [![Group 67](https://mti-cpa.com/hubfs/MTI%202025/Group%2067.svg)](https://mti-cpa-5238700.hs-sites.com/home?hsLang=en) [![Path 209](https://mti-cpa.com/hubfs/MTI%202025/Path%20209.svg)](https://www.bccpa.ca/protecting-the-public/should-you-use-a-cpa/) ### Quick Links: - [Careers](https://mti-cpa.com/careers) - [Career Connection](https://mti-cpa.com/career-connection) - [Disclaimer](https://mti-cpa.com/disclaimer) - [Privacy Policy](https://mti-cpa.com/privacy-policy) - [Questionnaire](https://mti-cpa.com/new-client-initial-questionnaire) - [Business Worth](https://mti-cpa.com/the-value-builder-system) - [Audit Shield](https://mti-cpa.com/audit-shield) ### Contact: [McLaren Trefanenko Inc. 300 – 505 Sixth Street New Westminster, BC V3L 3B9](https://www.google.com/maps/place/MCLAREN+TREFANENKO+INC.+CPAs/@49.2121234,-122.9186877,17z/data=!3m1!4b1!4m6!3m5!1s0x548677df49e0599d:0xfe48aaefece0ee23!8m2!3d49.2121234!4d-122.9186877!16s%2Fg%2F1tjf9z6t?hl=en&entry=ttu&g_ep=EgoyMDI2MDIwMS4wIKXMDSoASAFQAw%3D%3D) - Phone: [604-524-8688](tel:6045248688) - Fax: [604-526-0455](fax:6045260455) - Email: [info@mti-cpa.com](mailto:info@mti-cpa.com) © 2026 McLaren Trefanenko Inc. 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