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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 proof of bills
  • 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 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.

Note
titlePrevent Keynotes: Avoid LTA Rejection

Ensure Take care of the following obligatory to avoid rejection of the LTA reimbursementclaim:

  • You produce a proof of domestic travel
  • The travel should be in your (employee) name
  • You must be the part of travel
  • You and your dependant travel together and the proof of which must be reflected on the travel tickets
  • You're on a leave for a minimum of 3 working days and leaves are approved       

  • If employee Don't submit hotel, food, and any other travel related bill apart from transport bill

Info
titleLTA Reimbursement Guidelines
  • If the LTA expenses are paid using Zeta super card or app, Zeta team verifies and approves the bill for income tax benefits. The approved amount is settled from the LTA card.
  • If paid with other payment instruments, Zeta team verifies the bill and transfers the approved amount from your LTA card to the cash card post successful verification.

Submitting LTA claim is essentially a 3-step process. These are as follows:

  • Enter travel details

  • Enter traveller details including dependent details
  • Upload the mandatory travel documents and enter the amount spent 

Enter Travel details

  1. Open the Zeta App.
  2. From Cards tab, navigate to OPTIMA LTA CARD> Claim Travel Reimbursement.
  3. After you click Claim  Travel Reimbursement, a Tip page appears to guide you about required documents which you are supposed to upload for submitting  LTA claims:
     
  4. If all the mentioned documents are readily available with you, click I AM READY. LETS GO.
  5. Select the mode of travel from the Mode of Travel drop-down menu.

    Note

    You can chose mode of travel based as train, flight, bus, car.If you travelled through some other means, in that case chose other option.


  6. Enter the origin and destination of your travel.
  7. Select the date of travelling.
  8. Click ADD TRIP.
  9.  If required, click Add Return or Connecting Trips. It opens a page to enter connecting trip's detail. 
  10.  After entering all the details, you can click Add Trip.

  11. Click Add Another Trip if you need to add another trip's details. Otherwise, click NEXT to enter traveller's details.


    Info

    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.It directs you to  Enter Traveller's Details page.

    Note

    If you take connecting flight, in that case, you don’t need to specify via which city you travelled. Just enter it as one trip with the source and the destination.

Enter travellers' details

  1. Enter your first name, last name, and date of birth in the respective fields, and click ADD TRAVELLER.
  2. Click Add Dependent if any of your dependants travelled with you. 
  3. Enter required details of dependent, and click ADD DEPENDENT.
  4.  If more than one dependent travelled with you, then click icon beside ADD DEPENDENT,otherwise, click NEXT to  upload the requireddocuments for submitting claims.

Upload Bills

  1. To upload documents, tap on the option corresponding to the document which you need to upload.
    Once you tap the option, it will prompt you to take photo of your document or choose an existing photo of document from your gallery.
  2.  After selecting the photo of the document, click DONE.
  3. Enter the correct amount to claim, and click DONE again.
  4. .After uploading all the required documents,click SUBMIT CLAIM.
  5. Click OK to complete the submission of documents.


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