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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:
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.
Submitting LTA claim is essentially a 3-step process. These are as follows:
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Prerequisites
- Domestic travel
- Travel should be performed by the employee or employee and his family (spouse, children, dependent Parents, and siblings) together
- The travel should be in the employee’s name
- Leave for a minimum of 3 working days to be taken
LTA Claim should be approved by HR (Leave confirmation)
Enter Travel details
- Open the Zeta App.
- From Cards tab, navigate to OPTIMA LTA CARD> Claim Travel Reimbursement.
- 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:
- If all the mentioned documents are readily available with you, click I AM READY. LETS GO.
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.
- Enter the origin and destination of your travel.
- Select the date of travelling.
- Click ADD TRIP.
- If required, click Add Return or Connecting Trips. It opens a page to enter connecting trip's detail.
- After entering all the details, you can click Add Trip.
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
- Enter your first name, last name, and date of birth in the respective fields, and click ADD TRAVELLER.
- Click Add Dependent if any of your dependants travelled with you.
- Enter required details of dependent, and click ADD DEPENDENT.
- 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
- 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. - After selecting the photo of the document, click DONE.
- Enter the correct amount to claim, and click DONE again.
- .After uploading all the required documents,click SUBMIT CLAIM.
- Click OK to complete the submission of documents.
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