Adding Default Paid Preparers

The ftwilliam.com software will allow you to set up default Paid Preparers to select for use on the Forms 5330 and 720. To add default reps, click on 'Edit IRS Reps' under the 'DRAFT-EDIT' column within the "Other Forms" box. Next, click on "Add Rep" where you will enter the Rep's First and Last Name. Then, select the new rep from the list and click on "Select Rep". Those Reps who have a PTIN listed will display in the Paid Preparer's drop-down list. You may also enter the Paid Preparer manually if you do not wish to create defaults.