How do I add an IRS Representative/Contact?

Users are able to select a default IRS Representative/Contact for the Forms 2848, 8821, 5307, 5300, 5310, 5310-A, 5330, 8950 and EPCRS Appendix D. To set up the default IRS Representative/Contact, users would need to click on "Edit IRS Rep" below the IRS Forms box to add a representative. After the first and last name of the representative have been added, be sure to update the rest of the representative's information and click "Update" at the bottom of the screen. Once completed, users will be able to go back to the draft form(s) to select the representative from the drop-down list.

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