cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Click here to learn more about upcoming webinars for ProFile.
Created with Sketch. Watch the recording of our ProFile eSignature Feature Demo.
mjtoulany
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?

3 Comments
litschel
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).

Heshang
Level 2

Does Profile Have Executive summary like UFile?

If you refer to the summary that combines both spouses and jurisdictions (F+P), I guess the answer is no 

ProFile Duncan
ProFile Team

Does Profile Have Executive summary like UFile?

Hi, thank you for using Intuit ProFile Community

ProFile has several summaries: Tax summary, T1summary, 5y summary and the comparative summary are examples. Although ProFile does not have a provincial tax summary, it does have a provincial non-refundable credit summary: in form explorer search for NRTC.

Hope this helps