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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 coveredAudienceTarget issue dateActual Issue DateContactSystem to be used in 2023
Syndicate Estimate Summary ReportQ4 2022All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns31/01/202323/01/2023Katherine Waghorne (+44(0)1634 39 2788)Secureshare
North American income tax liability figureUS tax year 2021Member's Agents31/01/202331/01/2023Robert O'Brien (+44(0)1634 39 2376)FAL Online
North American income tax summaryUS tax year 2021All DCP members in the central US filing underwriting US business in calendar year 2021. Other members by request31/01/202331/01/2023Robert O'Brien (+44(0)1634 39 2376)FAL Online
Certificates of Residence2023Managing Agents24/02/202313/01/2023

Harry Carr            (+44(0)20 7327 5127)

Secureshare
CTA1 (2019) IndividualUK tax year 2022/23All members participating on 2019 Underwriting year of account or earlier years of account in run-off24/02/202316/03/2023
Aaron Marston
(+44 (0)20 7327 5064)
FAL Online
2022 Lloyd's US tax reportUS tax year 2022US resident individuals underwriting on the 2019 year of account. Controlled Foreign Companies by request31/03/202331/03/2023Gemma Tutt (+44(0)1634 39 2833)FAL Online
Syndicate Estimate Summary ReportQ1 2023All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns
21/04/202320/04/2023Katherine Waghorne (+44(0)1634 39 2788)Secureshare
CTA1 (2019) CorporateUK tax year 2022/23All corporate members participating on 2019 Underwriting year of account or earlier years of account in run-off28/04/2023
Aaron Marston
(+44 (0)20 7327 5064)
FAL Online
Double Taxation Relief summaryCalendar year 2021 and prior All corporate members underwriting business in calendar year 2021 and prior28/04/2023
Aaron Marston
(+44 (0)20 7327 5064)
FAL Online
2022 US expense declaration form (individual)Calendar year 2022US resident individuals12/05/2023

Robert O'Brien (+44(0)1634 39 2376)FAL Online
2022 US expense declaration form (corporates)Calendar year 2022All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 202212/05/2023

Robert O'Brien (+44(0)1634 39 2376)FAL Online
Syndicate Overseas DTR reports2021All managing agents whose syndicates wrote on 2020 YOA (or run off syndicates during 2022) and are due to submit a TUK return31/05/2023
Aaron Marston
(+44 (0)20 7327 5064)
SecureShare
Country by Country Reporting Calendar year 2022Only issued to members who have requested the report in previous years or to new members who have requested the report prior to 31/03/202330/06/2023
Satmir Cobaj
(+44 (0)20 7327 5613)
FAL Online
Syndicate Estimate Summary ReportQ2 2023All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns14/07/2023
Katherine Waghorne (+44(0)1634 39 2788)Secureshare
CTA2 (2022)UK tax year 2022/23All members with Lloyd's income and expenses during calendar year 202231/08/2023
Aaron Marston
(+44 (0)20 7327 5064)
FAL Online
Syndicate Estimate Summary ReportQ3 2023All syndicates with estimated/final collections and repayments from members for the US, Canadian, Singapore & Japan income tax returns13/10/2023
Katherine Waghorne (+44(0)1634 39 2788)Secureshare
North American income tax summary - DraftUS tax year 2022All direct corporate participant members included in 2022 US first level filing31/10/2023
Robert O'Brien (+44(0)1634 39 2376)FAL Online