Document Period/tax year covered Audience Target issue date Current status
North American income tax liability figure
US tax year 2016
Member's Agents.
End of February 2018

Issued by 20th February 2018

Certificates of Residence
2018 All managing agents.
End of February 2018

Issued by 28 February 2018

CTA1 (2014) Individual
UK tax year 2017/18
All members participating on 2014 Underwriting year of account or earlier years of account in run-off.
End of February 2018

Issued by 21 February 2018

Canadian taxation advice
Canadian tax year 2017
Canadian resident individuals.
End of March 2018

Issued by 5 April 2018

North American income tax summary
US tax year 2016

All DCP members in the central US filing underwriting US business in calendar year 2016. Other members by request.

End of March 2018

Issued by 20th February 2018

2017 Lloyd's US tax report

US tax year 2017
US resident individuals underwriting on the 2014 year of account. Controlled Foreign Companies by request.
End of March 2018

Issued by 27 March 2018

2017 US expense declaration form (individual)
Calendar year 2017
US resident individuals. Middle of May 2018 Issued by 29 May 2018
2017 US expense declaration form (corporates)
Calendar year 2017
All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2017
Middle of May 2018
Issued by 29 May 2018
CTA1 (2014) Corporate
UK tax year 2017/18
All corporate members participating on 2013 Underwriting year of account or earlier years of account in run-off.  
End of April 2018

Issued by 26 April 2018

Double Taxation Relief summary
2015 Corporate members.
End of April 2018

Issued by 26 April 2018

Syndicate DTR reports
2016 All managing agents.
End of May 2018
Issued by 25 May 2018
CTA2 (2017)
UK tax year 2017/18
All members with Lloyd's income and expenses during 2017. (With the exception of DCP, as management have made the desicion to no longer issue CTA2's for these members)
End of July 2018
Issued by 11 September 2018
North American income tax summary - Draft  US tax year 2017 All direct corporate participant members included in 2016 US first level filing. Middle of November 2018