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Lloyd’s tax reports

Summary

Documents to be issued by Lloyd's tax operations are listed below.

Please note that depending on your screen size you may need to scroll left and right to see the entire contents of the table.

Document 
Period/tax year covered
Audience Target issue date
Actual issue dateContactSystem to be used in 2023
Syndicate Estimate Summary Report (US and Canada)Q4 2023All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns12/01/202410/01/2024Katherine Waghorne (+44(0)1634 39 2744)SecureShare

Syndicate Estimate Summary Report (Japan and Signapore)
Q4 2023

All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns

12/01/202412/01/2024

Tia Stephens-Collins (+44(0)207 327 6103)

SecureShare

North American income tax liability figure


US tax year 2022
Members Agent's 01/02/202401/02/2024

Katherine Waghorne (+44(0)1634 39 2744)

FAL Online 

North American income tax summary

US tax year 2022

All DCP members in the central US filing underwriting US business in calendar year 2021. Other members by request

01/02/202401/02/2024

Katherine Waghorne (+44(0)1634 39 2744)

FAL Online 

Certificates of Residence

2024Managing Agents 23/02/202422/01/2024

Harry Carr

(+44 (0)20 7327 2136)

SecureShare

CTA1 (2020) Individual

UK tax year 2023/24


All members participating on 2020 Underwriting year of account or earlier years of account in run-off


29/03/2024

Robert O'Brien (+44(0)1634 39 2376)

FAL Online

2023 Lloyd's US tax report

US tax year 2023


US resident individuals underwriting on the 2020 year of account. Controlled Foreign Companies by request

29/03/2024


Gemma Tutt (+44(0)1634 39 2833)

FAL Online

Syndicate Estimate Summary Report (US and Canada)

Q1 2024

All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns

22/04/2024

Katherine Waghorne (+44(0)1634 39 2788)

SecureShare

Syndicate Estimate Summary Report (Japan and Signapore)

Q1 2024All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns22/04/2024

Tia Stephens-Collins (+44(0)207 327 6103)

SecureShare

CTA1 (2020) Corporate

UK tax year 2023/24

All corporate members participating on 2020 Underwriting year of account or earlier years of account in run-off

30/04/2024

Robert O'Brien (+44(0)1634 39 2376)

FAL Online 

2023 US expense declaration form (individual)

Calendar year 2022

US resident individuals
13/05/2024

Katherine Waghorne (+44(0)1634 39 2744)

FAL Online 

2022 US expense declaration form (corporates)

Calendar year 2022

All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2023

13/05/2024

Katherine Waghorne (+44(0)1634 39 2744)

FAL Online 

Syndicate DTR reports

2022

All managing agents whose syndicates wrote on 2021 YOA (or run off syndicates during 2023)


31/05/2024

Robert O'Brien (+44(0)1634 39 2376)

FAL Online
Country by Country Reporting 

Calendar year 2023

Only issued to members who have requested the report in previous years or to new members who have requested the report prior to 29/03/2024

28/06/2024

Robert O'Brien (+44(0)1634 39 2376)

FAL Online 

Syndicate Estimate Summary Report (US and Canada)

Q2 2024All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns19/07/2024

Katherine Waghorne (+44(0)1634 39 2744)

SecureShare

Syndicate Estimate Summary Report (Japan and Signapore)

Q2 2024All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns19/07/2024

Tia Stephens-Collins (+44(0)207 327 6103)

SecureShare
CTA2 (2023)UK tax year 2022/23All members with Lloyd's income and expenses during calendar year 202230/08/2024

Robert O'Brien (+44(0)1634 39 2376)

FAL Online

Syndicate Estimate Summary Report (US and Canada)

Q3 2024

All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns

18/10/2024

Katherine Waghorne (+44(0)1634 39 2744)

SecureShare 

Syndicate Estimate Summary Report (Japan and Signapore)

Q3 2024

All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns

18/10/2024
Tia Stephens-Collins (+44(0)207 327 6103)SecureShare

North American income tax summary - Draft

US tax year 2023

All direct corporate participant members included in 2023 US first level filing

25/11/2024

Katherine Waghorne (+44(0)1634 39 2744)

FAL Online