Orchestra Tax Relief

Information and advice event (Cambridge): helping your group to thrive

Making Music is hosting this free information and advice event for music groups to make connections, discuss aspects of running your group and find out the latest news from Making Music.

 

We'll talk about:

  • Growing your audience and membership
  • Sourcing sheet music without breaking your budget
  • Funding for your group and other ways to improve your income
  • What makes an effective and motivated committee?
  • Anything else that arises!

 

Location

Homerton College Conference Centre
Harrison Drive
CB2 8PH Cambridge
United Kingdom

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:

Information and advice sessions (Around Bangor, North Wales): Helping your group to thrive

An opportunity to meet Wales Manager, Abby Charles, to talk about all aspects of running your group.

Location

LL57 1PA Bangor
United Kingdom

Information and Advice (Mold): Every penny counts – tips for improving your income

In an age where funding is increasingly hard to obtain, how can you maximise your income in other areas?

We’ll hear about members who have had success in raising money by other methods, and we’ll share advice and experiences with each other on what has – and hasn’t – worked for you. Making Music staff will also have some top tips for gaining those vital extra pennies.

We'll talk about:

Location

Parkfields Community Centre
1 Elm Drive
CH7 1SF Mold
United Kingdom

Orchestra Tax Relief (OTR) overview - webinar

This online webinar will introduce you to Orchestra Tax Relief, a new source of income for instrumental groups with 12 or more performers, explaining what it is and how your group can benefit from it.

 

You can find out more about OTR, including whether you are eligible and how to claim, in our resources:

Accruals Basis of Accounting

This resource is part of our OTR Part 3 guidance: Keeping records, producing accounts and making a claim. It looks at how to keep accrual accounts for your concert production company for the purposes of claiming OTR. 

Organisations claiming Orchestra Tax Relief (OTR) (i.e. the concert production companies) have to prepare their financial statements under the Accruals Basis of accounting which requires that income and expense must be recognized in the accounting periods to which they relate rather than on a cash basis.

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.