You can avail income tax benefits on your travel expense. You have to be on leave during travel.To avail the tax benefit ,you must submit the proof of leave, travel tickets, and boarding pass in case of air travel to your employer. You can also upload bills that exceed your limit as set by your organization but tax will be exempted on the amount allotted to you by your organization .
Submitting claims is consists of few steps. These are as follows:
Enter travel's details
- Enter traveller's details
- Enter Dependant's details
Enter the amount spent
Declare relationship of dependant with you
Upload and submit bills for review
Prerequisites
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.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.
Required documents to submit claims are:
● Travel bills
● Boarding passes
● Leave application
If the bill paid using Zeta super card or app, Zeta team verifies and approves the bill for income tax benefits. If paid with other payment instruments, Zeta team verifies the bill and transfers the amount from your LTA card to the cash card post successful verification.
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 must upload to submit 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.
- Enter the origin and destination of your travel.
- Select the date of travelling.
- 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.
It directs you to the page to select either Add Another Trip or NEXT.Click Add Another Trip if you need to add another trip's details. Otherwise, click NEXT to enter traveller's details.
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.
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 in the fields below and click ADD DEPENDENT.
- If more than one dependent travelled with you, then click again
icon beside ADD DEPENDENT,otherwise, click NEXT to upload the required documents for submitting claims.
Submit Claim
- To upload documents, tap on the option related 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 it 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.
Related articles
There is no content with the specified labels