fundraising

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:

Perform at one of 10 major railway stations next March for Give a Gig

Give a Gig is Youth Music’s flagship fundraising initiative, taking place from 16-25 March 2018. 

Project fundraising case study: Beckenham Junior Choir

Elizabeth Beroud, Chair of Beckenham Junior Choir (BJC), explains how creative thinking and tiered rewards helped them hit their fundraising targets for an ambitious new commissioning project.

OTR Toolkit: setting up 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:

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

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.

Orchestra Tax Relief (OTR), part 2: Getting set up

This introduction is the second of three documents on Orchestra Tax Relief (OTR). It gives you an overview of how to set up and run a production company to claim OTR. 

Orchestra Tax Relief (OTR), part 1: Is it for you?

This introduction is the first of three documents on Orchestra Tax Relief (OTR). It gives you an overview of what it is and how it works, and an overall idea if this is something your group would like to look into.

To help you decide we also have two additional documents –

Orchestra Tax relief overview: What it is, who can benefit and how we can help

Orchestra Tax Relief (OTR) is the latest in a line of state aid tax reliefs for the creative industries. OTR incentivises the production of orchestral concerts – and amateur orchestras are specifically referenced in the legislation.

We have extensively researched OTR and believe that it has the potential to be hugely beneficial to instrumental amateur music groups across the UK:

Increasing your income: Overview

We know one of the biggest worries our members have is the long-term financial health of their group. Even groups who make a surplus each year can have that nagging thought: 'what happens if something goes wrong next year?' More money would mean less worry and more stability, and perhaps more importantly it would mean more opportunities to try new things and ways of enjoying making music.