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Multi-Establishment OSHA ITA Filing Checklist

Organize Form 300A and 300/301 preflight status across many establishments and filing years.

Why this happens

OSHA recordkeeping operates at establishment level, while safety teams often assemble data centrally. Names, years, source systems, and filing evidence drift across locations.

What RuleTally checks
Administrative checks based on the current published ITA file guidance.
  • One canonical establishment name
  • Correct filing year for every row
  • Separate 300 logs where required
  • 300A and 300/301 readiness by location
  • Submission receipt stored for each filing

How to fix it

  1. 01

    Build the establishment × year inventory.

  2. 02

    Assign one owner for missing data.

  3. 03

    Run each source format through a reusable mapping.

  4. 04

    Save the final receipt after submission.

Check the whole file locally.

RuleTally shows the row, field, expected format, and official source without uploading the employee file.

Open local preflight

Official references

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