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Start your registration by going to the OtterTax registration page at If you are registering for our sandbox site, go to instead. All fields except company name are required.

Screenshot: The OtterTax registration page
The OtterTax Registration Page

After you have completed the registration page, you receive the following reponse:

Screenshot: registration success
Registrtion Success

Before you can start processing statements, you need to confirm your registration.