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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.


Note
titleUpload: Mandatory Documents

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
titleKeynotes: Avoid LTA RejectionBefore You Claim

Take care of the following obligatory prerequisites to avoid rejection of the LTA claim:

  • 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       

  • 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

Details

  1. Open the Zeta App.App in your smart phone
  2. From Cards tab, navigate to locate and tap OPTIMA LTA CARD> . This opens a list of tasks that you can perform.
  3. Click Claim Travel Reimbursement. 
    Image Modified

  4. After you click Claim  Travel ReimbursementOn this page, a Tip page screen appears to guide you about required mandatory documents which you are supposed to upload for submitting  LTA claims:
     Image RemovedIf all the mentioned during the submission of LTA claims. Click I AM READY. LETS GO, if the relevant documents are readily available with you, click I AM READY. LETS GO.

    Image Added
  5. Enter the following travel details as mentioned on your travel tickets:
    1. Mode of Travel: Select the mode of travel from the
    Mode of Travel
    1. 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.

    1. From & To City: Enter the origin and destination of your travel.
    2. Date of Journey: Select the date of travelling.
    Click Finally, click ADD TRIP .to save the travel entries
  6.  If required, cClick Add Return or Connecting TripsIt opens a page to enter connecting trip's detail. 
  7.  After entering all the details, you can click Add Trip.
    Image Removed
  8. , if you've any! Follow Step 5 to enter the return travel details and thenclick Add Trip. Otherwise, click NEXT to proceed to the next
    Image Added
    Note

    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.


  9. Click Add Another Trip if you need to add another trip's new travel details. Follow Steps 5 & 6 as appropriate. Otherwise, click NEXT to enter traveller's details.proceed to the next

    InfoIf you don't need to add any connecting trip or add any trip, then click NEXT right away after entering your first

You've completed updating the travel details.

It directs

Now 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

Enter your first name, last name, and date of birth in the respective fields, and click ADD TRAVELLER

'd need to provide the traveller details in the next section.

Enter Traveller Details

  1. Enter the following traveller details as mentioned on your travel tickets:
    1. First & Last Name: Specify your first and last name
    2. Date of Birth: Select the date of birth
    Finally, click ADD TRAVELLER to save the traveller entries.
  2. Click Add Dependent if any of your dependants travelled with you. Enter required details of dependent, and click ADD DEPENDENT.
    Image Removed If more than one dependent travelled with you, then click Image Removedicon beside ADD DEPENDENT,otherwise, click NEXT to  upload the required Otherwise, click NEXT to proceed to the next
    Image Added

upload the required documents for submitting claims.

Image Removed

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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