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.
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 if you have any questions or would like further information.
If you have any suggestions for additional resources, please let us know.
Business
General
Checklists and Summaries
Personal
General
Individual Address Change Notification to Canada Revenue Agency- How Do I Pay My 2024 Personal Income Tax
Checklists and Summaries
- 2024 Personal Income Tax Checklist (PDF, Fillable)
- Auto Expenses Summary (PDF, Fillable)
- Child Related Tax Credits Checklist (PDF, Fillable)
- Employment Expenses Summary (PDF, Fillable)
- Rental Income Summary (PDF, Fillable)
- Medical, Disability & Elderly Support Checklist (PDF, Fillable)
- Self-Employment Summary (PDF, Fillable)
Estates & Trusts
General
- Changes to Estates and Trusts Taxation Effective January 1, 2016
- Estate Capital Distributions to Non-Residents – Is a T2062 or T2062C required?
- Estate Tax Checklist
Executor Fees
Tax Clearance Certificate
- TX19 – Request for a Tax Clearance Certificate(PDF, Fillable)
- Blog article: Tax Clearance Certificate – The 5 W’s (Who, what, where, when, why?)