I dont have any reviews, I try to keep my business off any of these online sites, but Ive heard it said that you can report those that are fake to get them removed. At minimum, Id add a response that this isnt a client and you have no idea who they are.

What kind of advisement?  Were your clients unable to work due to Covid during the dates that the credit is available for?    Did they bring you any documentation of this or did they just see a tiktok video and want to get free money?

"I am simply trying to change the phone number on the client invoices." I think that pulls from the Tax Preparer Info section, but you could go directly to the Invoice and edit it Open any client file   Tools > Billing > Edit Invoice

I never send the 9465 with the return, it takes too many months before the IRS responds and sends the letter either accepting or rejecting the application. I have the client send what they can before the due date, then wait for the first bill from IRS, once that's been received, then they can create an IRS online account and set up their own payment plan. Ive found that if Im involved and send it with the return, the clients will constantly call me when they have questions about that payment plan, and nobody wants to get sucked into all that!  The balance due to IRS is between IRS and the taxpayer, I dont want to be involved.

Do you have unlimited business returns or are you Pay Per Return?   Sounds like you have PPR and havent put any money into your PPR account. Open that 1041 return and hit the Print Return button, it should popup with a PPR authorization screen to make payment.

Depending on the client and how tech savvy or not they are, I go to IRS DirectPay and schedule payments for clients from time to time...I can whip through it in less than 5 minutes, easier than having them get stuck and call me to help over the phone.

You can, but it will be rejected. If you attach an statement for why its not being included and label it ACA Explanation, you can get it accepted, but be prepared for the client to get a letter requesting it and their refund to be delayed.

Nobody here has access to anything like that, youd need to log into your Intuit Online account to se any account statuses or call support. https://accountants.intuit.com/support/en-us/help-article/multi-factor-authentication/signing-account-proseries/L2QKKM6ND_US_en_US  

I had one that insisted I add an explanation statement in the program, but it prompted me for that prior to completing the return (red error), it wasn't a rejection. What kind of foreign tax are you claiming, is it from a 1099DIV or something else?  Did you have to fill out the 1116 manually or something?

No tax liability, so they dont get use of the credit....and it sucks that it doesnt carryover like solar credit, would have been a good year for some tax planning before the end of 2023, could have taken advantage of that credit and converted an IRA to ROTH or something like that, increase the income and have the tax get eaten up by that credit.