Lloyd's Tax Reports
Documents to be issued during 2020 by Lloyd's Tax Operations are listed below.
Tax Information
Tax Information| Document | Period/tax year covered | Audience | Target issue date | Current status |
| North American income tax liability figure | US tax year 2019 | Member's Agents. | End of February 2021 | Completed 29/01/2021 |
| Certificates of Residence | 2021 | All managing agents. | Endof February 2021 | Completed 18/01/2021 |
| CTA1 (2017) Individual | UK tax year 2020/21 | All members participating on 2017 Underwriting year of account or earlier years of account in run-off. | End of February 2021 | Completed 04/02/2021 |
| North American income tax summary | US tax year 2019 | AllDCP members in the central US filing underwriting US business in calendar year 2019. Other members by request. | End of March 2021 | Completed 29/01/2021 |
| 2020 Lloyd's US tax report | US tax year 2020 | US resident individuals underwriting on the 2017 year of account. Controlled Foreign Companies by request. | End of March 2021 | |
| 2020 US expense declaration form (individual) | Calendar year 2020 | US resident individuals. | Middle ofMay2021 | |
| 2020 US expense declaration form (corporates) | Calendar year 2020 | All corporate members including SLP's and DCP's underwriting on any syndicate naturally open or in run-off during calendar year 2020 | Middle of May 2021 | |
| CTA1 (2017) Corporate | UK tax year 2020/21 | All corporate members participating on 2017 Underwriting year of account or earlier years of account in run-off. | End of April2021 | |
| Double Taxation Relief summary | 2018 | Corporate members. | End of April 2021 | |
| Syndicate DTR reports | 2019 | All managing agents. | End of May 2021 | |
| CTA2 (2020) | UK tax year 2020/21 | All members with Lloyd's income and expenses during 2020. | End of August 2021 | |
| North American income tax summary - Draft | US tax year 2020 | All direct corporate participant members included in 2020 US first level filing. | End of October 2021 |
