litschel
Level 3

Other Questions

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).