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Level 1

Does Profile Have Executive summary like UFile?

UFile has Executive summary that clients like

as well as tax return summary-combined

does Profile have these reports?

1 Comment
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Level 3

Does Profile Have Executive summary like UFile?

There are several summary formats that are in Profile.  Look under the clients in the forms directory.  The one I think you are talking about is called simply Summary.  This is the federal summary containing both spouses results on one page in easy to read format.  My favourite is the 5-year summary which is done for each separately but clients can see how they have done over the last 5 years (assuming they have been with you the whole time).