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

We are currently working on creating a series of templates, guidance and services for creating records, accounts and claiming for OTR. These will be added to this page as they are finalised.

Keeping records

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.

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

Producing accounts

Coming soon:

  • Template documents
  • Registration for our 'Support for Producing Statutory Accounts' service

Making a claim

Coming soon:

  • Template documents
  • Registration for our 'Company Tax Return and OTR Submission' 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.