Documents to be issued by Lloyd's tax operations are listed below.
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Summary
| Document | Period/tax year covered | Audience | Target issue date | Actual issue date | Contact | System to be used in 2023 |
| Syndicate Estimate Summary Report (US and Canada) | Q4 2024 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 10/01/2025 | Katherine Waghorne (+44(0)1634 39 2744) | SecureShare | |
Syndicate Estimate Summary Report (Japan and Signapore) | Q4 2024 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 10/01/2025 | Dan Moynes | SecureShare | |
North American income tax liability figure | US tax year 2023 | Members Agent's | 03/02/2025 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online | |
North American income tax summary | US tax year 2023 | All DCP members in the central US filing underwriting US business in calendar year 2021. Other members by request | 03/02/2025 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online | |
Certificates of Residence | 2025 | Managing Agents | 24/02/2025 | Harry Carr (+44 (0)20 7327 2136) | SecureShare | |
CTA1 (2021) Individual | UK tax year 2024/25 | All members participating on 2021 Underwriting year of account or earlier years of account in run-off | 28/03/2025 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
2024 Lloyd's US tax report | US tax year 2024 | US resident individuals underwriting on the 2021 year of account. Controlled Foreign Companies by request | 28/03/2025 | Gemma Tutt (+44(0)1634 39 2833) | FAL Online | |
Syndicate Estimate Summary Report (US and Canada) | Q1 2025 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 22/04/2025 | Katherine Waghorne (+44(0)1634 39 2788) | SecureShare | |
Syndicate Estimate Summary Report (Japan and Signapore) | Q1 2025 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 22/04/2025 | Dan Moynes | SecureShare | |
CTA1 (2021) Corporate | UK tax year 2024/25 | All corporate members participating on 2021 Underwriting year of account or earlier years of account in run-off | 30/04/2025 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| Syndicate DTR reports | 2023 | All managing agents whose syndicates wrote on 2022 YOA (or run off syndicates during 2024) | 30/05/2025 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| Country by Country Reporting | Calendar year 2024 | Only issued to members who have requested the report in previous years or to new members who have requested the report prior to 28/03/2025 | 27/06/2025 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| Syndicate Estimate Summary Report (US and Canada) | Q2 2025 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 20/07/2025 | Katherine Waghorne (+44(0)1634 39 2744) | Secureshare | |
| Syndicate Estimate Summary Report (Japan and Signapore) | Q2 2025 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 20/07/2025 | Dan Moynes +44(0)207 327 6103 | Secureshare | |
| CTA2 (2024) | UK tax year 2023/24 | All members with Lloyd's income and expenses during calendar year 2023 | 29/08/2025 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online | |
| BEAT Reports | US Tax Year 2024 | All members who are BEAT affected for the 2024 Tax Year. | 13/10/2025 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online | |
| CAMT EC % | US Tax Year 2024 | All members that are CAMT affected. | 13/10/2025 | Conner Keane (+44(0)1634 39 2512) | FAL Online | |
Syndicate Estimate Summary Report (US and Canada) | Q3 2025 | All syndicates with estimated/final collections and repayments from members for the US and Canadian, income tax returns | 17/10/2025 | Katherine Waghorne (+44(0)1634 39 2744) | Secureshare | |
| Syndicate Estimate Summary Report (Japan and Signapore) | Q3 2025 | All syndicates with estimated/final collections and repayments from members for the Singapore and Japan income tax returns | 17/10/2025 | Dan Moynes +44(0)207 327 6103 | Secureshare | |
| North American income tax summary - Draft | US Tax Year 2024 | All direct corporate participant members included in 2024 US first level filing | 24/11/2025 | Katherine Waghorne (+44(0)1634 39 2744) | FAL Online |