Lloyd's tax reports

              

Documents to be issued during 2009 by Lloyd's Tax Operations are listed below. If you have a query or require an original or duplicate document, please view our contacts page.
Document Period/tax year covered Audience Target issue date Current status
CTA1 (2005)
Individual		 UK tax year 2008/09 All members with open syndicate participations during 2008 Revised date of issue end of March

Issued

CTA1 (2005)
Corporate		 UK tax year 2008/09 All members with open syndicate participations during 2008 End of April

 Issued 27 May 2009

Double Taxation Relief summary 2007 Corporate members End of April

Issued
27 May 2009

North American income tax summary US tax year 2007 All members included in 2007 US first level filing End of March 2009

Issued
30 March 2009

Canadian taxation advice Canadian tax year 2008 Canadian resident individuals March 2009

Issued 
8 April 2009

2008 Lloyd's US tax report US tax year 2008      US resident individuals. Controlled Foreign Companies by request. March 2009

Issued
17 March
 2009

2008 US expense declaration form (individual) Calendar year 2008 US resident individuals     End of March 2009

Issued
30 April 2009

2008 US expense declaration form (corporates) Calendar year 2008 All corporate members including SLP's and DCP's May 2009

Issued
30 April 2009

CTA2 (2008)     UK tax year 2008/09 All members with Lloyd's income and expenses during 2008 July 2009

First batch    issued on
7 August 2009 and balance on 24 August 2009

Last updated on 26 Aug 2009