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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 ofMay2021
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 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 April2021
Double Taxation Relief summary2018Corporate members.End of April 2021
Syndicate DTR reports2019All managing agents.End of May 2021
CTA2 (2020)UK tax year 2020/21All members with Lloyd's income and expenses during 2020.End of August 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