Filing your taxes, made genuinely simple.
From a secure online intake to electronic filing, here's exactly how filing with TrueLane works — and what to have ready. The whole process is built around a short conversation with a real person.
Built for every kind of earner.
If your situation is complex or unusual, we'll talk it through during your appointment and let you know how we can help.
Five steps from intake to filed.
Here's what happens after you click Start My Taxes.
Secure online intake
Tell us about your filing needs through our secure online intake so we understand your situation before we ever talk.
Virtual identity verification
Join a quick virtual appointment where we verify your identity and confirm the information you provided.
Return preparation
Our team prepares your return and reviews it for accuracy and any applicable deductions or credits.
Review & Form 8879
We walk you through the results. You review everything and sign Form 8879 to authorize electronic filing.
Electronic filing
Once you've approved and signed, we e-file your return with the IRS and applicable state.
What to have ready
Gather these before your appointment to keep things moving.
- Personal identification (government-issued photo ID)
- SSN or ITIN for everyone on the return
- W-2s, 1099s, and other income documents
- Records of deductions and credits
- Prior-year tax return (if you have one)
- Bank account info for direct deposit (optional)
Documents are submitted through the secure intake — never through our general contact form.
You stay in control.
We never file without your say-so. After we prepare your return, you review the results and sign Form 8879 to authorize us to e-file on your behalf.