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Understand your HoneyBook 1099 tax forms

Learn how HoneyBook issues 1099 tax forms, who qualifies, how to view and download your 1099-K in Tax Hub, and how to request corrections after filing

Updated this week

Before you start

  • This article applies to U.S.-based HoneyBook members only

  • HoneyBook doesn’t provide tax advice. Always consult a qualified tax professional for guidance.

  • 1099 forms reflect gross payments processed through HoneyBook, not net income


Know which 1099 forms HoneyBook issues

HoneyBook may issue one or both of the following forms, depending on your activity.

1099-K

This form reports credit card and ACH payments processed through HoneyBook within a calendar year.

  • It shows the total gross amount processed

  • It doesn’t include refunds, credits, discounts, or fees

  • Payments marked as paid are excluded because they weren’t processed through HoneyBook

1099-NEC

This form reports non-employee compensation.


Check if you meet the reporting thresholds

You receive a 1099 when you meet IRS or state-level income thresholds.

Federal 1099-K threshold for 2025

  • More than $20,000 USD in payments

  • 200+ transactions processed through HoneyBook

State-specific thresholds for 2025

Some states require lower thresholds. HoneyBook files a 1099-K if your income exceeds:

State

1099-K reporting threshold

Arkansas

$2,500 USD

District of Columbia

$600 USD

Illinois

$1,000 USD and 4+ transactions

Maryland

$600 USD

Massachusetts

$600 USD

Mississippi

$5,000 USD

Montana

$600 USD

New Jersey

$1,000 USD

North Carolina

$600 USD

Rhode Island

$100 USD

Vermont

$600 USD

Rhode Island

$100 USD

Virginia

$600 USD


Understand what income is included

Your form reflects payment activity recorded by HoneyBook’s payment processor.

  • 1099-K includes total credit card and ACH payments processed during the tax year

  • 1099-NEC includes referral income only

These amounts aren’t adjusted for refunds, fees, or discounts. Your tax advisor can help you account for adjustments when filing.

What’s not included on a 1099-K

Only payments processed through HoneyBook’s payment processor are reported on a 1099-K. The following aren’t included:

  • Payments collected outside of HoneyBook, including cash, checks, or external transfers

  • Manually recorded payments

  • Refunds, credits, discounts, or processing fees

If a payment wasn’t processed through HoneyBook, it doesn’t appear on the 1099-K, even if it’s recorded in your project or payment history.


Confirm your tax and business information

To receive your 1099, HoneyBook must have accurate tax information on file. You’re asked to provide:

  • Your legal name or business name

  • Your tax identification number (SSN or EIN)

  • Your address

Make sure the information matches official government records.

  • If you file as an individual: Confirm your SSN and personal legal name as recorded with the Social Security Administration

  • If you file as a business: Confirm your EIN and business name as recorded with the IRS

    • This applies to common business structures, including:

      • Sole proprietorships with an EIN

      • Single-member LLCs

      • Multi-member LLCs

      • Partnerships

      • S corporations

      • C corporations

    • The business name entered in HoneyBook must match IRS records exactly

For guidance on when and how to update your business details, bank account, or owner information, review Update your business and bank information in HoneyBook.


Request a change to your 1099 information

HoneyBook has officially filed 1099 forms with the IRS. If you’re eligible, you can view and download your 1099-K directly in Tax Hub.

Because the form has already been filed, you can no longer make changes to your 1099 information on your own. If you need to request a change, our Support team is here to help and can submit corrections for you:

  1. Contact our Support team in either of these ways:

  2. A Support team member will review your request and guide you through next steps

  3. HoneyBook will then submit a corrected 1099 form to the IRS

  4. You’ll see both the original and corrected forms in Tax Hub


Access and download your 1099

HoneyBook will file your 1099 form with the IRS on January 31, 2026. You’ll need this form to file your 2025 income taxes.

Before January 31, 2026

You can download a CSV preview of your 1099. This preview includes:

  • Name

  • Address

  • TIN (SSN or EIN)

  • Reported amounts

After January 31, 2026

Your form will be delivered electronically to your Tax Hub in HoneyBook. To access your form:

  1. From the navigation menu, select Finance > Tax Hub

  2. Your official 1099 form will be available as a PDF download

    1. The file will save to your computer’s pre-selected download folder

    2. If you use Chrome, a download-in-progress icon will appear in the top-right corner of the browser. When the download completes, the Download tray will open automatically.

    3. If the file doesn’t download, check whether a pop-up blocker is enabled. Disabling the blocker usually resolves the issue.


Review your form for accuracy

You can cross-check your totals against your payments report:

  1. In HoneyBook from the navigation menu, select Finance > Tax Hub

  2. Set the year to 2025

  3. Download the “Payments completed” report

  4. If the amounts don’t match, contact our Support team:

    1. Select the Question Mark icon on any HoneyBook page

    2. Select Message us > Send us a message

    3. To connect with a person, enter “Talk to a person”


If you’re based in Canada

HoneyBook doesn’t issue 1099 forms to Canadian members. The 1099 is a U.S. IRS requirement, and HoneyBook doesn’t report income to the Canada Revenue Agency (CRA).


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!

HoneyBook Tax Hub is designed to provide information relevant for tax preparation but does not provide tax, financial, or legal advice. It is not a substitute for a licensed professional. Users are solely responsible for the accuracy and compliance of their filings. We recommend confirming any information given here by seeking the assistance of a licensed professional in your area. We do not guarantee completeness, real-time updates, or assume liability for errors, omissions, or penalties.