Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
hidden | true |
---|
You need to upload the travel bills and leave approval and also boarding pass in case of air travel to avail the LTA reimbursements and tax benefits.
Perform the following to reimburse the travel expenses:
Enter travel's detail
- Enter traveller's detail
- Enter Dependant's detail
Enter the amount spent
Declare the relation of dependant with you
upload bill for review
Note |
---|
Approved leave application is mandatory to claim LTA reimbursement. You need to upload flight tickets and boarding passes of all dependants for flight travel. For any other mode of travel, you only need to upload the travel tickets of that particular mode. Ensure that you upload a legible bill to avoid any rejection of the LTA claim. |
Overview
You can avail income tax benefits on your domestic travel expense. To avail the tax benefit, you must submit relevant travel documents depending on the mode of transport. The mandatory documents to submit the claims are:
- Approved leave application
- Travel tickets including the invoices
- Boarding passes in case of air travel
You can also upload bills that exceed your LTA limit as set by your organization but you receive reimbursement on your annual limit only. Limit on the number of claim varies with organisation's guideline, contact your HR for more information. Annual limit remains the same irrespective of number of claims in a year.
If the LTA expenses are paid using Zeta Super Card or app, Zeta verifies and approves the bill for income tax benefits.
If paidIn cases such as payment with other
payment instrumentscards or in cash, Zeta
team verifies the bill and transfers the amount from your LTA card to the cash card post successful verification.
Required Document
- Proof of Leave
- Travel ticket
- Boarding pass
Open the Zeta pp.
From Cards tab, navigate to OPTIMA LTA CARD> Claim Travel Reimbursement.
Image Removed
After you click Claim Travel Reimbursement, a Tip page appears to guide you about required documents which you should have with you to claim LTA.
Image Removed
To proceed further, click I AM READY. LETS GO if you have all the mentioned documentsNote | ||
---|---|---|
| ||
Take care of the following prerequisites to avoid rejection of the LTA claim:
|
Claiming LTA Expenses
Claiming a LTA expense is essentially a 3-step process. These are as follows:
Enter travel or trip details
Enter traveller details including dependent entries
- Upload the mandatory travel documents and enter the amount spent
Finally, submit the LTA expense claim for review in the Zeta app or Zeta web console.
Using Zeta App
Enter Travel Details
- Open the Zeta App in your smart phone
From the Home tab, navigate to cards section. Tap on LTA CARD > Claim Travel Reimbursement. This opens a screen listing the mandatory documents needed to process LTA claims.
Image Added- Click I AM READY. LETS GO, if the relevant mandatory documents are readily available with you.
- Enter
- the following travel details as mentioned on your travel tickets:
- Mode of Travel: Select the mode of travel from the
- drop-down menu.
- From & To City: Enter the origin and destination of your travel.
- Date of Journey: Select the date of travelling.
- Finally, click ADD TRIP to save the travel entries.
Image Removed
- Image Added
Click Add Return or Connecting Trips, if you
Image Removed
6. It opens a page to enter connecting trip's detail.Enter all the required details.
Image Removed
7. After entering all the detail, you can click Add Trip.
8. It takes you to a page to select either Add Another Trip or NEXT.
Click've any! Follow Step 4 to enter the return travel details and thenclick Add Trip. Otherwise, click NEXT to proceed to the next.
Image AddedNote In the case of connecting flight, only mention source and destination as a single trip. Don’t specify the connecting city mentioned in the ticket.
Click Add Another Trip if you need to add
new travel details. Follow Steps 5 & 6 as appropriate. Otherwise, click NEXT to
proceed to the next.
Image Modified
If you don't need to add any connecting trip or add any trip, then click NEXT right away after entering your first travel details.
Clicking NEXT takes you to Enter Traveller's Details page to enter your details.
Enter travellers' details
1. Enter your First name, Last name, date of birth in the respective fields, and click ADD TRAVELLER.
Image Removed
2. Click Add Dependent if you any of your dependants travelled with you.
Image Removed
3. Enter required details of dependent in the fields below and click ADD DEPENDENT.
Image Removed
4. If more than one dependent travelled with you, then click Image Removedicon beside ADD DEPENDENT,or else, click NEXT. It takes you
Image Removed
It directs you to the Upload Tickets and Documents page.
Image Removed
Submit Claim
To submit claim you need to upload proof of leave, travel ticket. In case of air travel, you need to upload boarding pass also.
1. To upload documents, tap on the corresponding option related to the document which you want to upload.
Once you tap the option, it will prompt you to take photo of your document or choose an existing photo from your gallery.
Image Removed
2. After selecting the photo of the document click DONE.
Image Removed
3. Enter the correct amount to claim and click DONE.
Image Removed
4. It directs you to main page of Upload Tickets and Documents.After uploading all the required documents,click SUBMIT CLAIM.
Image Removed
5. You will get a confirmation message, stating that Your claim was submitted successfully.
Click OK to complete the submission of documents.
Image Removed
Related articles
Content by Label | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
You've completed updating the travel details. Now you'd need to provide the traveller details in the next section.
Enter Traveller Details
- Enter the following traveller details as mentioned on your travel tickets:
- First & Last Name: Specify your first and last name
- Date of Birth: Select the date of birth
- Finally, click ADD TRAVELLER to save the traveller entries.
Click Add Dependent if any of your dependents travelled with you. Enter the dependent details including the relationship w.r.t. you and then click ADD DEPENDENT. Otherwise, click NEXT to proceed to the next.
Image Added
You've completed updating the traveller details. Now you'd need to upload the mandatory travel documents to finally submitting the LTA claim in the next section.
Upload LTA Documents
Note |
---|
Under this screen, you are prompted to upload mandatory claim documents based on your mode of travel. For more info, see illustration in Step 2 of Enter Travel Details. |
Tap against each option to upload the relevant documents. Take a photo of your document or browse to the image folder using Gallery and select the image, and then proceed to the next.
Image AddedNote Zeta supports upload of the multiple images. You can capture multiple snaps of a lengthy travel documents and also upload the same using the "Add more" feature.
- Enter the correct amount as part of the travel ticket that you want to claim and click Done.
Image Added - Finally, click SUBMIT CLAIM to save the entries for verification by Zeta team.
Image Added
You’ve successfully completed the LTA expense claim using Zeta app interface. A confirmation message is displayed on your app screen. Alternately, you can see the LTA claim details under the Inbox tab. You would periodically receive the inbox cards on the status of your LTA claim be it processed, approved or declined with valid reasons. See Viewing LTA Claim Details to view LTA statement and track your LTA expenses.
Using Zeta Web Console
Enter Travel/Trip Details
- Login to the Zeta Web console
- From the Home tab, click on the cards image. Tap on LTA Card > Claim Reimbursement. The Claim Reimbursement appears.
Image Added - In Trip Details section, enter the following travel details as mentioned on your travel tickets:
- Mode of transport: Select the mode of travel from the drop-down menu.
- From & To: Enter the origin and destination of your travel.
- Date of journey: Select the date of travel.
Image Added Click NEXT to save the travel details.
Info |
---|
Click Add Return Journey or Connecting Trip as appropriate and repeat the step 4 to fill in the details. |
You've completed updating the travel details. Now you'd need to provide the traveller details in the next section.
Enter Traveller Details
In Travellers Info section, enter the following traveller details as mentioned on the travel tickets:
- First & Last Name: Specify your first and last name
- Date of Birth: Select the date of birth
- Relation: Select relation from the Relation drop-down menu.
Image Added Click NEXT to save the traveller details.
Info |
---|
Click Add Another Traveller if any of your dependants travelled with you and repeat the step 1 enter the dependent details. |
You've completed updating the traveller details. Now you'd need to upload the mandatory travel documents to finally submit the LTA claim as described in the next section.
Upload LTA Documents
In Upload Documents section, upload the following travel documents:
- Proof of leave: Upload the approved leave application
- Travel Tickets: Enter the amount spent against each trip. Upload the relevant travel tickets with invoices and boarding passes (in case of air travel) against each trip specified above
- Finally, click Submit Claim to save the entries for verification by Zeta team.Image Added
You’ve successfully completed the LTA claim using Zeta Web Console. You'll get an SMS notification and inbox card on the status of your claims. You can also monitor the claim status under the Transactions section of LTA card home screen in Zeta web console.
Panel | |||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|