We highly recommend that you run and review our Client Verification and Data Quality reports before loading any new data files (and after making any changes to your data file or your company/plan setup). These reports can help identify many common issues that could result in a data error when trying to upload your data.
For additional information about these results and how to handle any warnings or errors, see our Client Verification Report Guide.
NOTE: Reviewing these reports is not required to upload your data files; however, we highly encourage you to run and review both reports. You will be required to review your Client Verification Report before we can prepare you 1095-C forms.
Next Step: Data Management 3 - Using the Standard Template