How to use the Invalid Contractors Report
Utilize the Invalid Contractors Report to identify and fix contractor data issues effectively.
Overview
The Invalid Contractors Report helps you identify and resolve issues with contractor records, such as missing or invalid SSNs, EINs, or names. You can generate the report at both the provider and employer level.
The report is delivered in CSV format and is designed to support quarterly prep, compliance, and routine contractor data reviews.
What is the Invalid Contractors Report?
This report lists contractors that have invalid or incomplete tax-identifying information, including:
- Duplicate contractor names or SSNs
- Missing or invalid EINs or SSNs
- Contractor names that fail validation
The report supports troubleshooting and cleanup tasks, especially for ensuring accurate filings and preventing rejections due to incomplete contractor data.
Example:
Report columns
Column Heading | Definition |
Duplicate Name SSN Contractor | Contractor’s public ID |
Contractor Name | First and last name of the contractor |
Company ID | Employer’s public ID |
Company Legal Name | Employer’s registered legal name |
Company Trade Name | “Doing business as” (DBA) name |
Validation Error | Explanation of what is missing or invalid |
Validation error types
Validation Error | Description |
Duplicate Name Contractor | The contractor appears more than once |
Duplicate SSN Contractor | SSN is already listed under another contractor |
Invalid EIN Value | EIN format is invalid |
Invalid SSN Value | SSN format is invalid |
Missing EIN | EIN is not provided |
Missing SSN | SSN is not provided |
When to use this report
Use this report to proactively manage contractor data quality:
- Before quarter end to identify and resolve issues before filings
- After onboarding new contractors to verify complete records
- During periodic audits of contractor records to ensure data integrity
How to run the report in Console
At the provider level
- In the left-hand navigation, click Reports
- Find the Invalid Contractors Report
- Click View
- Download the CSV
At the company level
- Navigate to the company and open the Reports tab
- Expand the Invalid Contractors section
- Apply filters:
- Start Date
- End Date
- Download the CSV
Recording
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Last updated on June 30, 2024