Leading PCORI Filing Portal for CPAs!

Make PCORI Fee reporting quick and accurate for all your clients with
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  • No Software Download
  • Efficient, Secure and Accurate PCORI Reporting
  • Manage Multiple Client Plans Easily
  • Stay Compliant without Wasting Effort
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Challenges Faced by CPAs in Filing the PCORI Fee

Mistakes in Manually Calculating PCORI Fee Amounts
The determination of the average number of covered lives as well as the application of the correct PCORI rate for each plan year will create the possibility of error.
Verification of Client Details
CPAs must ensure that the relevant details about each client are verified prior to submitting the required paperwork.
Use of Outdated PCORI Fee Rate
Outdated PCORI fee rate for each plan year will cause underpayment or overpayment.
Administration of Several Plans for Numerous Clients
Administration entails keeping records and copies of documents related to filing the forms.

How Simple720 Simplifies the PCORI Filing Process for CPAs?

Claim Refunds or Credits
Bulk Submission of
Filings
File multiple PCORI Fee using our bulk filing template to save time and effort by avoiding repeated tasks.
Preventing Double Taxation
Automatic PCORI Fee Calculation
Enter the average number of covered lives for the plan year, and Simple720 instantly calculates the total PCORI fee amount, saving time and minimizing errors.
Adherence to IRS Regulations
IRS-Authorized Submission Process
Submissions will be done through an authorized portal to maintain compliance and protect client information from any leak.
Financial Savings
Saving Time in Managing Clients
Once you upload client information, you can conveniently manage multiple plan years within a short period of time.
Streamlined Tax Processes
Easy Access to All
Filings
Store and access all your form 720 filings, payments, and acknowledgments easily on the platform.
Form 8849 Schedule 1

Key Details for CPAs to Note

  • PCORI Fee Due Date: July 31 following the end of the plan year
  • PCORI Fee Rates: $3.47 per covered life for plan years ending Jan 1, 2025 to Sep 30, 2025
    $3.84 per covered life for plan years ending Oct 1, 2025 to Sep 30, 2026
  • Filing Method: Use Form 720, IRS No. 133 under Part II (usually reported with Q2 Form 720)
  • Missed Deadlines: Filing after July 31 may result in IRS penalties and interest

How Simple720 Works for PCORI Fee Filings?

STEP 1
Create an Account & Business Information
Register, login, and enter the name of your client's business entity, their EIN, and plan details.
Filing Steps Image 1
Filing Steps Image 2
STEP 2
Enter Plan Details
Enter the end date of plan year/policy year and the average number of covered lives under the plan. The PCORI Fee would be automatically calculated by Simple720 for you.
STEP 3
Approve and Submit
Approve the auto-calculated fee and select your preferred mode of payment to submit to the IRS.
Filing Steps Image 3

Why CPAs Should Use Simple720

File Multiple Clients Forms
at Once
File multiple clients forms at once, saving yourself hours of monotonous work.
Automatic PCORI Fee
Calculation
Spend no time on calculations as Simple720 does this for you.
Approved by the IRS and AICPA
SOC 2 Compliance
Your information is kept safe using a portal approved by the IRS and AICPA SOC 2.
Leading Portal for PCORI Filing
in the USA
Hundreds of CPA firms use Simple720 for quick and secure filing of PCORI Fees.
Immediate
Acknowledgement
An instant acknowledgment of filing from the IRS leaves you stress-free.

Frequently Asked Questions

Yes, CPAs will be able to file more than one plan in the same session, which means that it will be faster for you.

Payments can be processed by direct deposit or through EFTPS electronically.

Yes, CPAs can continue using Simple720 for future client filings. With our subscription plans, you can manage multiple client plans efficiently, access pre-filled data from prior filings.
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PCORI Fee Filing Made Easy for CPAs

Handle bulk filings with zero hassle. Save time, reduce errors, and
stay fully IRS-compliant.

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