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Lloyd's Tax Reports

Documents to be issued during 2020 by Lloyd's Tax Operations are listed below.

DocumentPeriod/tax year coveredAudienceTarget issue dateCurrent status
North American income tax liability figureUS tax year 2019Member's Agents.End of February 2021Completed 29/01/2021
Certificates of Residence2021All managing agents.Endof February 2021Completed 18/01/2021
CTA1 (2017) IndividualUK tax year 2020/21All members participating on 2017 Underwriting year of account or earlier years of account in run-off.End of February 2021Completed 04/02/2021
North American income tax summaryUS tax year 2019AllDCP members in the central US filing underwriting US business in calendar year 2019. Other members by request.End of March 2021Completed 29/01/2021
2020 Lloyd's US tax reportUS tax year 2020US resident individuals underwriting on the 2017 year of account. Controlled Foreign Companies by request.End of March 2021Completed 31/03/2021
2020 US expense declaration form (individual)Calendar year 2020US resident individuals.Middle ofMay2021Completed 18/05/2021
2020 US expense declaration form (corporates)Calendar year 2020All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2020Middle of May 2021Completed 18/05/2021
CTA1 (2017) CorporateUK tax year 2020/21All corporate members participating on 2017 Underwriting year of account or earlier years of account in run-off.End of April2021Completed 15/04/2021
Double Taxation Relief summary2018Corporate members.End of April 2021Completed 15/04/2021
Syndicate DTR reports2019All managing agents.End of May 2021Completed 27/05/2021
CTA2 (2020)UK tax year 2020/21All members with Lloyd's income and expenses during 2020.End of August 2021Completed 25/08/2021
North American income tax summary - DraftUS tax year 2020All direct corporate participant members included in 2020 US first level filing.End of October 2021