Filing library / source-linked guidance
Field notes / filing library
Fix the exact file problem in front of you.
Source-linked field notes for safety managers and EHS consultants preparing Form 300A and 300/301 batch files.
Free downloads / no signup
A checklist for the file. A tracker for the team.
Use these alongside the current OSHA templates. They are planning aids, not files to upload to ITA. Keep employee and case data out of the tracker.
PDF · 2 pages
File checks, privacy review and submission steps, with official source links.
Download the checklistExcel · 25 establishments
Track preparation, processing and confirmations. Dropdowns show your next unfinished step.
Download the trackerReviewed September 24, 2026. Expected 2027 filing dates are provisional; confirm OSHA’s current guidance before filing.
/01Free local preflightOSHA ITA CSV ValidatorValidate OSHA Form 300A and 300/301 CSV files before uploading to the Injury Tracking Application. Files stay in your browser./02Common CSV problemsWhy OSHA ITA Rejects a CSV FileReview common ITA CSV problems and distinguish local file checks from checks you must make in your OSHA account./03ITA rejection guideFix an OSHA ITA Establishment Name MismatchFind and fix establishment_name values that do not exactly match the establishment already registered in OSHA ITA./04Spreadsheet repairFix OSHA 300/301 CSV Date Format ErrorsCorrect dates changed by Excel or exported in a format the OSHA ITA case-data template does not accept./05Excel CSV repairRestore Leading Zeros in OSHA ITA CSV FilesRepair ZIP, EIN, code, and date values whose leading zeros were removed by spreadsheet software./06Multi-site workflowMulti-Establishment OSHA ITA Filing ChecklistOrganize Form 300A and 300/301 preflight status across many establishments and filing years./07300A consistency checkFix OSHA 300A Summary Total ErrorsCheck case totals, injury and illness types, days away, and restricted-day consistency before filing./08Privacy preflightReview PII Before OSHA 300/301 SubmissionFind possible SSNs, email addresses, and phone numbers in narrative fields before uploading case data.