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OSHA 300/300A/301 + ITA Checklist

Reviewed by Rivkor safety content team · Last reviewed: 2026-09-26 · Updated for small-business EHS programs · Not legal advice

A practical checklist for covered employers—especially teams under ~500 employees who still run logs in spreadsheets. This is educational guidance, not legal advice; confirm current rules on osha.gov/recordkeeping.

Forms at a glance

Form 300 — Log of Work-Related Injuries and Illnesses

Form 300A — Annual summary (posting + many ITA submissions)

Form 301 — Injury and Illness Incident Report (complete promptly after a recordable case)

Year-round checklist

  • Decide recordability under 29 CFR 1904 for each case (do not treat first aid as recordable).
  • Complete Form 301 within 7 calendar days of receiving information that a recordable injury or illness occurred.
  • Enter the case on the Form 300 log and keep day counts updated (calendar days; observe the 180-day cap rules).
  • Retain records for the required retention period and keep them available for inspection.
  • Train the person who owns recordkeeping—often HR or an operations lead wearing two hats.

Annual cycle (typical federal OSHA)

  • January: Review prior-year cases; reconcile 300 log totals with 300A.
  • February 1 – April 30: Post Form 300A where employees can see it (verify current OSHA instructions).
  • By March 2 (typical ITA deadline): Electronically submit required data through OSHA’s Injury Tracking Application if your establishment is covered.
  • After submission: Keep confirmation records with your audit packet.

How Rivkor helps

Rivkor generates OSHA 300, 300A, and 301 forms from incident data, calculates TRIR/DART, and exports ITA-compatible CSV so you spend less time rebuilding logs in Excel. Learn more on OSHA recordkeeping and incident management.