Tax Law Change Email Template for Clients | HelloBooks Tax law change email templates for individual and business clients, linked to IRS-sourced pages, with rules for stating figures accurately under §10.30.
When the law changes, clients want to know one thing: does this affect me? A good update email answers that in the first two lines and links to the detail.
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Smarter accounting for growing businessesHi {first_name},
For payments made in 2026, the 1099-NEC and 1099-MISC reporting threshold rises to $2,000. The $600 threshold still applies to 2025 payments.
Keep collecting W-9s from every contractor. We will confirm who needs a form when we close your books.
Sent to clients of {Firm name} · {street address} · Manage email preferences
Figures from the IRS Instructions for Forms 1099-MISC and 1099-NEC, via our tax return changes tracker.
Lead with who is affected, then what changed, then what the client should do. Put the figure in the email and the explanation behind a link, so the email stays short and the detail stays current.
Take every amount from an IRS source and keep the source with the template. Our tax return changes pages record the IRS link and the date each figure was checked, so linking to them keeps your email and the authority in step.
Circular 230 §10.30 bars misleading statements in practitioner communications. Overstating a deduction or leaving out its income limit is the most common way an update email crosses that line.
A 1099 email belongs with clients who pay contractors. In HelloBooks the vendor list shows who has 1099-eligible vendors, so the segment is a filter rather than a guess.
General information for tax and accounting professionals, not legal advice. Rules are summarised from the primary sources listed on the date shown; read the current text before relying on it.
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