IPlanRx — 1094/1095 Employer Reporting Portal

🛠️ One-Time Setup: Connect to Google Sheets

Create a new Google Sheet

Go to sheets.google.com and create a new blank spreadsheet. Name it something like "IPlanRx 1094-1095 Submissions". Make sure you're logged into your IPlanRx Workspace account (the one with the HIPAA BAA).

Open Apps Script

In your new Sheet, click Extensions > Apps Script. This opens the script editor in a new tab.

Paste the backend script

Delete any code in the editor. Paste the entire contents of the google-apps-script.js file (provided by IPlanRx). Important: in the CONFIG section near the top, replace [email protected] with your actual notification email address. Then click the disk icon to Save.

Tip: After pasting, run initializeSheets from the Run menu to create all required sheets automatically.

Deploy as a Web App

Click Deploy > New Deployment. Then:

• Click the gear icon next to "Select type" → choose Web app
• Set "Execute as" to "Me" (your IPlanRx account)
• Set "Who has access" to "Anyone"
• Click Deploy
• Click "Authorize access" → choose your account → click "Advanced" → "Go to IPlanRx 1094/1095 (unsafe)" → Allow

Note: "Anyone" means anyone with the URL can POST data — this is required for the form to work. The script only accepts POST requests with the exact data structure expected. No data is exposed publicly.

Copy your Web App URL and paste it below

After deploying, Google will show you a Web App URL. It looks like:

https://script.google.com/macros/s/AKfycbx.../exec

Paste that URL here:

Done! Generate tokens & distribute secure links

Once the test passes, the form is live. Next steps:

A — Make the endpoint permanent: Hardcode the endpoint in this HTML file by setting:

var HARDCODED_ENDPOINT = "https://script.google.com/macros/s/AKfycbwL94eJuThMMo7SHeNuiJIRSm9T3nV3WmgTRa1zwfqGsP1kT-L5-koylK5f0_s_2FN-mA/exec";

Then save and host this file.

B — Generate employer tokens: In Apps Script, run the generateToken function (Run menu > generateToken). Copy the token from the Execution Log, then add it to the Tokens sheet with the employer name and Active = TRUE.

C — Send employers their secure link:

https://YOUR-HOSTED-URL/portal.html?t=EMPLOYER_TOKEN

Each employer gets a unique token. They never see the setup panel or admin tools — just the 4-step submission wizard.

Security notes: Tokens can be deactivated anytime by setting Active = FALSE in the Tokens sheet. Admin mode (?admin=1) is for internal staff only and should never be shared with employers.

Company Information

Enter your organization's details for IRS Form 1094 reporting. All fields marked with * are required.

Legal Business Name *

Employer Identification Number (EIN) *

Format: XX-XXXXXXX (include the dash)

Tax Year *

Street Address *

City *

State *

ZIP Code *

Contact Name *

Contact Email *

Contact Phone

Employer Size Determination

Total Full-Time Employees (avg. in 2025) *

Full-time = averaged 30+ hours/week or 130+ hours/month

Total Employees Enrolled in ICHRA *

ICHRA Plan Details

This information comes from your ICHRA platform.

ICHRA Platform *

Default Monthly Contribution

Used when per-employee amounts aren't specified. For age-banded plans, enter contributions per employee in Step 2.

Months ICHRA Was Offered in 2025 *

Select all months

Age-banded or variable contribution amounts

Check this if different employees receive different monthly ICHRA amounts (e.g., age-based percentage of plan cost)

Employee Data

Provide information for each employee who participated in your ICHRA during 2025. You can upload a CSV file or enter data manually.

📋

Download our template to make uploading easy

Pre-formatted CSV with all required columns. Fill it out and upload below.

📤

Drop your file here

or browse to select a file
Accepted: .csv, .xlsx, .xls (max 5MB)

Full Name *	SSN *	Date of Birth *	Street Address *	City *	State *	ZIP Code *	Contribution	Coverage Start	Coverage End	Actions