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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.

Keynotes: Before You Submit Claim

Take care of the following 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

LTA 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 

Finally, submit the LTA expense claim for review in the Zeta app.

Enter Travel Details

  1. Open the Zeta App in your smart phone

  2. From Cards tab, Navigate to locate and tap OPTIMA LTA CARD > Claim Travel Reimbursement. This opens a Tip screen appears to guide you about mandatory documents to upload during the submission of LTA claims.

  3. Click I AM READY. LETS GO, if the relevant documents are readily available with you.
  4. Enter the following travel details as mentioned on your travel tickets:
    1. Mode of Travel: Select the mode of travel from the drop-down menu.
    2. From & To City: Enter the origin and destination of your travel.
    3. Date of Journey: Select the date of travelling.
    Finally, click ADD TRIP to save the travel entries.

  5. Click Add Return or Connecting Trips, if you've any! Follow Step 5 to enter the return travel details and then click Add Trip. Otherwise, click NEXT to proceed to the next.

    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.

  6. 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.

You've completed updating the travel details. Now you'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 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.

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 Claim Documents

Under this screen, you are prompted to upload claim documents based on your mode of travel. For more info, see illustration in Step 2 of Enter Travel Details.

  1. Tap against each (plus) 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.

    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.


  2. Enter the correct amount as part of the travel ticket that you want to claim and click Done.
  3. Finally, click SUBMIT CLAIM to save the entries for verification by Zeta team.

You’ve completed the process of submitting the LTA expense claims. A confirmation message is displayed on your app screen. Alternately, you can see the LTA claim details in your Zeta app 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 View LTA claims to view LTA statement and track your communication expenses.

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