fundraising

OTR Toolkit: running a production company

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim) we suggest you read it before using this toolkit:

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

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 accounting spreadsheet (including guidance notes)

This resource is part of our OTR Part 3 guidance: Keeping records, producing accounts and making a claim.

It includes two downloadable documents:

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

Please note:

Increasing your income, part 5: Donations, fundraising events and sponsored challenges

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on donations, fundraising events and sponsored challenges, not forgetting Gift Aid for all of these options.

Increasing your income, part 4: Friends Schemes

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on how a Friends scheme can boost audience engagement and help put your group on a secure, long term financial footing.

Increasing your income, part 3: Sponsorship

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on how to build successful corporate sponsorships to help put your group on a secure, long term financial footing.

Increasing your income, part 2: Ticket sales and events income

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on how to make the most of your event and ticket sales income to help put your group on a secure, long term financial footing.

This resource is broken down into two main sections:

Increasing your income, part 1: Membership subscriptions

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on how to make the most of your membership subscriptions to help put your group on a secure, long term financial footing.

Artist Expenses Subsidy (promoters) application

Apply for a subsidy of up to 50% of the travel and accommodation expenses for booking a professional artist for your promoting group.