My workers’ comp audit is due. What should I pull first?

Start with the notice. Write down the insurer, policy number, period under review and response deadline. Use the dates on the notice when gathering records.

Build a folder for the audit period

• Save the audit notice and any instructions from the insurer.
• Gather payroll reports for the requested dates and a description of employee duties.
• If you used subcontractors, gather payment records and any certificates or agreements you have.
• Make a list of missing items or date ranges you’re unsure about.

Ask Metro how to send payroll and other sensitive records securely. If you’ve already received the audit results, have those available along with the original notice.