Lloyd's Tax Reports
Documents to be issued during 2022 by Lloyd's Tax Operations are listed below.
Tax Information
Tax InformationDocument | Period/tax year covered | Audience | Target issue date | System to be used in 2022 | Current status |
Syndicate Estimate Summary Report | Q4 2021 | All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns | Middle of January 2022 | Secureshare | Completed 14/02/2022 |
North American income tax liability figure | US tax year 2020 | Member's Agents | Middle of January 2022 | FAL Online | Completed 25/01/2022 |
North American income tax summary | US tax year 2020 | All DCP members in the central US filing underwriting US business in calendar year 2020. Other members by request | End of February 2022 | FAL Online | Completed 31/01/2022 |
Certificates of Residence | 2022 | All managing agents | End of February 2022 | Secureshare | Completed 21/01/2022 |
CTA1 (2018) Individual | UK tax year 2021/22 | All members participating on 2018 Underwriting year of account or earlier years of account in run-off | End of February 2022 | FAL Online | Completed 14/03/2022 |
2021 Lloyd's US tax report | US tax year 2021 | US resident individuals underwriting on the 2018 year of account. Controlled Foreign Companies by request | End of March 2022 | FAL Online | Completed 31/03/2022 |
Syndicate Estimate Summary Report | Q1 2022 | All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns | Middle of April 2022 | Secureshare | Completed 28/04/2022 |
CTA1 (2018) Corporate | UK tax year 2021/22 | All corporate members participating on 2018 Underwriting year of account or earlier years of account in run-off | End of April 2022 | FAL Online | Completed 06/05/2022 |
Double Taxation Relief summary | 2019 | Corporate members | End of April 2022 | FAL Online | |
2021 US expense declaration form (individual) | Calendar year 2021 | US resident individuals | Middle of May 2022 | FAL Online | |
2021 US expense declaration form (corporates) | Calendar year 2021 | All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2021 | Middle of May 2022 | FAL Online | |
Syndicate DTR reports | 2020 | All managing agents | End of May 2022 | Secureshare | |
Country by Country Reporting | 2021 | Only issued to members who have requested the report | End of June 2022 | FAL Online | |
Syndicate Estimate Summary Report | Q2 2022 | All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns | Middle of July 2022 | Secureshare | |
CTA2 (2021) | UK tax year 2021/22 | All members with Lloyd's income and expenses during 2021 | End of August 2022 | FAL Online | |
Syndicate Estimate Summary Report | Q3 2022 | All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns | Middle of October 2022 | Secureshare | |
North American income tax summary - Draft | US tax year 2021 | All direct corporate participant members included in 2021 US first level filing | End of October 2022 | FAL Online |