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.
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.
Document | Period/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 | 18/10/2023 | Katherine 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 | 29/11/2023 | Robert O'Brien (+44(0)1634 39 2376) | FAL Online |