Skip to main content

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.


DocumentPeriod/tax year covered
Audience
Target issue date
Actual Issue Date
Contact
System to be used in 2023
Syndicate Estimate Summary Report
Q4 2022
All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns
31/01/2023
17/07/2023
Katherine Waghorne (+44(0)1634 39 2788)
Secureshare
North American income tax liability figure
US tax year 2021
Member's Agents
31/01/2023
31/01/2023
Robert O'Brien (+44(0)1634 39 2376)
FAL Online
North American income tax summary
US tax year 2021
All DCP members in the central US filing underwriting US business in calendar year 2021. Other members by request
31/01/2023
31/01/2023
Robert O'Brien (+44(0)1634 39 2376)
FAL Online
Certificates of Residence
2023
Managing Agents
24/02/2023
13/01/2023
Harry Carr (+44(0)20 7327 5127)
Secureshare
CTA1 (2019) Individual
UK tax year 2022/23
All members participating on 2019 Underwriting year of account or earlier years of account in run-off
24/02/2023
16/03/2023

Robert O’Brien

(+44 (0)1634 39 2376)
FAL Online
2022 Lloyd's US tax report
US tax year 2022
US resident individuals underwriting on the 2019 year of account. Controlled Foreign Companies by request
31/03/2023
31/03/2023
Gemma Tutt (+44(0)1634 39 2833)
FAL Online
Syndicate Estimate Summary Report
Q1 2023
All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns
21/04/2023
20/04/2023
Katherine Waghorne (+44(0)1634 39 2788)
Secureshare
CTA1 (2019) Corporate
UK tax year 2022/23
All corporate members participating on 2019 Underwriting year of account or earlier years of account in run-off
28/04/2023
05/05/2023

Robert O’Brien

(+44 (0)1634 39 2376)
FAL Online
2022 US expense declaration form (individual)
Calendar year 2022
US resident individuals
12/05/2023

Robert O'Brien (+44(0)1634 39 2376)
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 2022
12/05/2023

Robert O'Brien (+44(0)1634 39 2376)
FAL Online
Syndicate Overseas DTR reports
2021
All managing agents whose syndicates wrote on 2020 YOA (or run off syndicates during 2022) and are due to submit a TUK return
31/05/2023
02/06/2023

Robert O’Brien

(+44 (0)1634 39 2376)
SecureShare
Country by Country Reporting
Calendar year 2022
Only issued to members who have requested the report in previous years or to new members who have requested the report prior to 31/03/2023
30/06/2023
19/09/2023
Satmir Cobaj
(+44 (0)20 7327 5613)
FAL Online
Syndicate Estimate Summary Report
Q2 2023
All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns
14/07/2023

Katherine Waghorne (+44(0)1634 39 2788)
Secureshare
CTA2 (2022)
UK tax year 2022/23
All members with Lloyd's income and expenses during calendar year 2022
31/08/2023
11/09/2023

Robert O’Brien

(+44 (0)1634 39 2376)
FAL Online
Syndicate Estimate Summary Report
Q3 2023
All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns
20/10/2023
18/10/2023Katherine Waghorne (+44(0)1634 39 2788)
Secureshare
North American income tax summary - Draft
US tax year 2022
All direct corporate participant members included in 2022 US first level filing
13/11/2023
29/11/2023Robert O'Brien (+44(0)1634 39 2376)
FAL Online