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.
HoneyBook issues a 1099-NEC for referral bonuses paid through the Educator program
Forms are issued when total referral payments reach $600 USD or more in a calendar year
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 |
Vermont | $600 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 marked as paid in HoneyBook
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.
Update your name, address, or tax identification number (TIN)
You can update your information before HoneyBook files your 1099 on January 31, 2026. Changes made after this date require assistance from the Support team. To update your details:
From the navigation menu, select your company logo > Company settings
Select Bank details
Under "Bank account," select View and edit
If you need to delete a bank account, hover over the bank account you want to delete, then select the trash can icon > Confirm
Select Next
Update as needed:
Bank account information
Business or personal address
TIN (SSN or EIN)
Legal name
Select Save
If you need help making changes or can’t update your information successfully, contact our Support team at [email protected]
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:
From the navigation menu, select Finance > Tax Hub
Your official 1099 form will be available as a PDF download
The file will save to your computer’s pre-selected download folder
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.
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:
In HoneyBook from the navigation menu, select Finance > Tax Hub
Set the year to 2025
Download the “Payments completed” report
If the amounts don’t match, contact our Support team:
Select the Question Mark icon on any HoneyBook page
Select Message us > Send us a message
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.