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.
Take care of the following prerequisites to avoid rejection of the LTA claim:
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Submitting LTA claim is essentially a 3-step process. These are as follows:
Enter travel details
Enter traveller details including dependent details
Finally, submit the LTA expense claim for review in the Zeta app.
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.
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. |
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.
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.
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. |
Tap against each 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. |
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 Viewing LTA Claim Details to view LTA statement and track your communication expenses.
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