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Lloyd's Tax Reports

Documents to be issued during 2013 by Lloyd's Tax Operations are listed below.

Document	Period/tax year covered	Audience	Target issue date	Current status
CTA1 (2009) Individual	UK tax year 2012/13	All members with open syndicate participations during 2012	End of February 2013	All issued by 8 February 2013
CTA2 (2012)	UK tax year 2012/13	All members with Lloyd's income and expenses during 2012	End of July 2013
CTA1 (2009) Corporate	UK tax year 2012/13	All members with open syndicate participations during 2012	End of April 2013	2 weeks delay
Double Taxation Relief summary	2011	Corporate members	End of April 2013
Canadian taxation advice	Canadian tax year 2011	Canadian resident individuals	End of March 2013	All issued 28 March 2013
Claims Equalisation Reserve Report CER (2009)	2012/13	Corporate members	End of November 2012	Issued on 21 December 2012
North American income tax summary	US tax year 2011	All corporate members included in 2011 US first level filing. Other members by request.	End of March 2013	All issued by 15 February 2013
2012 Lloyd's US tax report	US tax year 2012	US resident individuals. Controlled Foreign Companies by request.	End of March 2013	All issued by 22 March 2013
2012 US expense declaration form (individual)	Calendar year 2012	US resident individuals	End of March 2013	All issued by 15 March 2013
2012 US expense declaration form (corporates)	Calendar year 2012	All corporate members including SLP's and DCP's	End of April 2013
Syndicate DTR reports	2012	All Managing Agents	End of May 2013

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