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M
mjtoulany
Level 1
June 3, 2020
Question

Does Profile Have Executive summary like UFile?

  • June 3, 2020
  • 2 replies
  • 11 views

UFile has Executive summary that clients like

as well as tax return summary-combined

does Profile have these reports?

    This topic has been closed for replies.

    2 replies

    L
    litschel
    Level 3
    June 3, 2020

    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).

    H
    Heshang
    Level 2
    April 25, 2021

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

    P
    Pro4
    Level 8
    April 27, 2021

    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

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