Zeta Optima Books & Periodical Card is a comprehensive tax benefit program that your organization grants for books and periodicals expenses every month based on the company’s policy and as per IT guidelines. The amount loaded into the card is non-taxable provided you produce valid proofs against the purchases. The Optima Books & Periodicals card allows employees to pay, upload, manage and review the medical bills using the Zeta App interface. It is mandatory for the employees to submit the bills as evidence. test

Useful Facts 

A few facts to remember:

• Any unclaimed amount in Books & Periodicals card in a fiscal year would be treated as a taxable component. In this case, you receive the amount after the tax deduction.

• By default, Books & Periodicals vouchers are valid for 3 years. It can be customised as per organisation's policy.

• Reimbursement is valid for one year.

• There is no limit set by the Income Tax department on this. However, an organization can choose to set a limit for their employees according to their company policy.

Reason for Declination

A few reasons for declination of submitted bills:

• If you submit bills from last fiscal year.
• If submitted bill are blurred, faded, tampered or overwritten.

Before You Begin

Ensure the following:

• You’ve received a Optima Books & Periodicals card from your HR. Your email ID must be verified to receive the credits if vouchers are issued on your email ID.

• You must have sufficient balance in your Books & Periodicals card to get a reimbursement.

How Books & Periodicals Flow Works?

Optima Books & Periodicals card provides a simple and hassle-free workflow to get reimbursement against books & periodicals expenses. The workflow is:

1. Receive a Zeta Books & Periodical card from your HR. 
2. Shop your books and periodicals using the Zeta app or Zeta Super Card
3. Upload the valid and legible bill of your purchase

Using The Zeta Platform 

Under the Cards tab, your active Books & Periodicals card appears as shown below:

Using the Zeta platform, you can perform the following tasks:

• Upload bills

• View Transaction