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 | 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 | Completed 13/06/2022 |
Country by Country Reporting | 2021 | Only issued to members who have requested the report | End of June 2022 | FAL Online | Completed 01/08/2022 |
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 September 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 |