Before you start
Only account owners can view or update bank and business owner details
HoneyBook doesn’t provide legal or tax advice
Changes may trigger verification to meet financial compliance requirements
Why HoneyBook collects this information
HoneyBook is legally required to collect and verify certain business and banking details to meet financial security standards. This includes:
Verifying your business identity
Confirming business ownership
Ensuring payouts go to the correct bank account
These requirements support fraud prevention and comply with Know Your Customer (KYC) regulations. Your information is private, secure, and never visible to clients or team members.
For region-specific requirements, review:
If you’re having trouble verifying your EIN
EIN verification issues usually fall into one of these scenarios:
Your legal business name doesn’t match IRS records |
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Your EIN is newly issued |
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Update your business name after an IRS change
If you submitted a business name change to the IRS, processing can take several weeks or longer. While you wait:
Keep your existing business name in HoneyBook
Update your business name only after you receive the updated SS-4
If you don’t have the SS-4, you can request a 147-C letter from the IRS for verification.
Update bank account or business owner details
Changes to bank accounts, business owners, or tax details are closely tied to tax reporting and compliance.
For step-by-step instructions and important deadlines, review Understand your HoneyBook 1099 tax forms. This article explains:
What information is required
When updates must be made
How changes affect tax forms and reporting
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!