Lloyd's tax reports

The table below provides a 2008 timetable of the documents prepared and issued by Lloyd's Market Services for tax compliance purposes.


Document Period/tax year covered Audience Target issue date Current status
CTA1 (2004) UK tax year 2007/08 All members with open syndicate participations January 2008 CTA1's issued. Foreign tax information delayed to June 2008
North American income tax summary US tax year 2005 All members included in 2005 US first level filing March 2007 Issued 2 June 2008
North American income tax summary US tax year 2006 All members included in 2006 US first level filing March 2008 Issued 2 June 2008
Canadian taxation advice Canadian tax year 2007 Canadian resident individuals March 2008 Issued
2007 Lloyd's US tax report US tax year 2007      US resident individuals     March 2008 Issued. If a report is required urgently e-mail:
tax-
operations@lloyds.com
2007 US expense declaration form (individual) Calendar year 2007 US resident individuals     March 2008 Issued
2007 US expense declaration form (corporates) Calendar year 2007 All corporate members including SLP's and DCP's May 2008 Issued May 2008
CTA2 (2007)     UK tax year 2007/08 All members with Lloyd's income and expenses during 2007 July 2008 Majority issued late July 2008
Australian taxation advice     Australian tax year 2007 Australian resident individuals July 2008   On target
Irish taxation advice Irish tax year 2007 Irish resident individuals August 2008 On target
Double taxation relief schedule 2003-2006 Corporate members     To be advised To be issued June 2008
Last updated on 05 Aug 2008