Documents to be issued by Lloyd's tax operations are listed below.
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Summary
| Document | Period/tax year covered | Audience | Target issue date | Actual issue date | Contact | System to be used in 2023 |
| Syndicate Estimate Summary Report (US and Canada) | Q4 2025 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 09/01/2026 | Katherine Waghorne (+44(0)1634 39 2744) | SecureShare | |
Syndicate Estimate Summary Report (Japan and Signapore) | Q4 2025 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 09/01/2026 | Dan Moynes | SecureShare | |
North American income tax liability figure | US tax year 2024 | Members Agent's | 26/01/2026 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online | |
North American income tax summary | US tax year 2024 | All DCP members in the central US filing underwriting US business in calendar year 2022. Other members by request | 26/01/2026 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online | |
Certificates of Residence | 2026 | Managing Agents | 23/02/2026 | Harry Carr (+44 (0)20 7327 2136) | SecureShare | |
CTA1 (2022) Individual | UK tax year 2025/26 | All members participating on 2022 Underwriting year of account or earlier years of account in run-off | 27/03/2026 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
2025 Lloyd's US tax report | US tax year 2025 | US resident individuals underwriting on the 2022 year of account. Controlled Foreign Companies by request | 27/03/2026 | Gemma Tutt (+44(0)1634 39 2833) | FAL Online | |
Syndicate Estimate Summary Report (US and Canada) | Q1 2026 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 20/04/2026 | Katherine Waghorne (+44(0)1634 39 2788) | SecureShare | |
Syndicate Estimate Summary Report (Japan and Signapore) | Q1 2026 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 20/04/2026 | Dan Moynes | SecureShare | |
CTA1 (2022) Corporate | UK tax year 2025/26 | All corporate members participating on 2022 Underwriting year of account or earlier years of account in run-off | 30/04/2026 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| Syndicate DTR reports | 2024 | All managing agents whose syndicates wrote on 2023 YOA (or run off syndicates during 2025) | 29/05/2026 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| Country by Country Reporting | Calendar year 2025 | Only issued to members who have requested the report in previous years or to new members who have requested the report prior to 27/03/2026 | 26/06/2026 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| Syndicate Estimate Summary Report (US and Canada) | Q2 2026 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 20/07/2026 | Katherine Waghorne (+44(0)1634 39 2744) | Secureshare | |
| Syndicate Estimate Summary Report (Japan and Signapore) | Q2 2026 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 20/07/2026 | Dan Moynes +44(0)207 327 6103 | Secureshare | |
| CTA2 (2025) | UK tax year 2024/25 | All members with Lloyd's income and expenses during calendar year 2024 | 28/08/2026 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| BEAT Reports | US Tax Year 2025 | All members who are BEAT affected for the 2025 Tax Year. | 12/10/2026 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online | |
| CAMT EC % | US Tax Year 2025 | All members that are CAMT affected. | 12/10/2026 | Conner Keane (+44(0)1634 39 2512) | FAL Online | |
Syndicate Estimate Summary Report (US and Canada) | Q3 2026 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 23/10/2026 | Katherine Waghorne (+44(0)1634 39 2744) | Secureshare | |
| Syndicate Estimate Summary Report (Japan and Signapore) | Q3 2026 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 23/10/2026 | Dan Moynes +44(0)207 327 6103 | Secureshare | |
| North American income tax summary - Draft | US Tax Year 2025 | All direct corporate participant members included in 2025 US first level filing | 23/11/2026 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online |