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Lloyd's Tax Reports

Documents to be issued during 2022 by Lloyd's Tax Operations are listed below.

Tax Information

Tax Information
DocumentPeriod/tax year coveredAudienceTarget issue dateSystem to be used in 2022Current status 
Syndicate Estimate Summary ReportQ4 2021All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returnsMiddle of January 2022SecureshareCompleted 14/02/2022
North American income tax liability figureUS tax year 2020Member's AgentsMiddle of January 2022FAL OnlineCompleted 25/01/2022
North American income tax summaryUS tax year 2020All DCP members in the central US filing underwriting US business in calendar year 2020. Other members by requestEnd of February 2022FAL OnlineCompleted 31/01/2022
Certificates of Residence2022All managing agentsEnd of February 2022SecureshareCompleted 21/01/2022
CTA1 (2018) IndividualUK tax year 2021/22All members participating on 2018 Underwriting year of account or earlier years of account in run-offEnd of February 2022FAL OnlineCompleted 14/03/2022
2021 Lloyd's US tax reportUS tax year 2021US resident individuals underwriting on the 2018 year of account. Controlled Foreign Companies by requestEnd of March 2022FAL OnlineCompleted 31/03/2022
Syndicate Estimate Summary ReportQ1 2022All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returnsMiddle of April 2022SecureshareCompleted 28/04/2022
CTA1 (2018) CorporateUK tax year 2021/22All corporate members participating on 2018 Underwriting year of account or earlier years of account in run-offEnd of April 2022FAL OnlineCompleted 06/05/2022
Double Taxation Relief summary2019Corporate membersEnd of April 2022FAL Online
2021 US expense declaration form (individual)Calendar year 2021US resident individualsMiddle of May 2022FAL Online
2021 US expense declaration form (corporates)Calendar year 2021All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2021Middle of May 2022FAL Online
Syndicate DTR reports2020All managing agentsEnd of May 2022Secureshare
Country by Country Reporting 2021Only issued to members who have requested the reportEnd of June 2022FAL Online
Syndicate Estimate Summary ReportQ2 2022All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returnsMiddle of July 2022Secureshare
CTA2 (2021)UK tax year 2021/22All members with Lloyd's income and expenses during 2021End of August 2022FAL Online
Syndicate Estimate Summary ReportQ3 2022All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returnsMiddle of October 2022Secureshare
North American income tax summary - DraftUS tax year 2021All direct corporate participant members included in 2021 US first level filingEnd of October 2022FAL Online

Further tax information