Orchestra Tax Relief (OTR), part 3: keeping records, producing accounts and making a claim

Find below our series of templates, guidance and services for creating records, accounts and claiming for OTR. 

Keeping records

• OTR 3.1 Guidance: Accruals basis of accounting

This guidance looks at how to keep accrual accounts for your concert production company for the purposes of claiming OTR, and includes examples to help you.

• OTR 3.2: Template: Accrual accounts spreadsheet

• OTR 3.2 (a): Guidance: Notes on using the accrual accounts template spreadsheet 

This template and accompanying guidance notes will help you to set and keep accrual accounts for your production company. 

OTR claim service 

• Fine out more and register for our 'OTR Claim service'. 

For further information, see our guidance: OTR Part 1 (Is it for you?) and OTR Part 2 (Getting Set Up).

We hope you find this Making Music resource useful. If you have any comments or suggestions about the guidance please contact us. Whilst every effort is made to ensure that the content of this guidance is accurate and up to date, Making Music do not warrant, nor accept any liability or responsibility for the completeness or accuracy of the content, or for any loss which may arise from reliance on the information contained in it.