Overview

Zeta Optima provides a simple browser-based web interface to use the Zeta corporate tax benefit programs. Employers need to create a new Zeta HR account to gain access to Book & Periodicals card. This module allows employers to manage books & Periodicals reimbursement related administrative operations such as initiating and managing order and reimbursing using Zeta digital platform.

Books & Periodicals Card Compliance

To know about the Government Compliance on Books & Periodicals Tax Exemption, see Books & Periodicals Card Compliance.

Before You Begin

• Create a Zeta Business Account
  To create a new business account, see Setting up a Corporate Account.
• Know Your Payroll Administering Procedures
  For detailed information on the Standard Operating Procedures for administering an allowance and a reimbursement program, refer Program Administration Guidelines.

Using the Zeta Dashboard

The Optima Books & Periodicals program provides a simple and hassle-free workflow for distributing books & periodicals allowances to employees through Zeta desktop interface. The program eliminates the hassles of collecting and verifying bills and hence, automates the overall reimbursement.

Organizations can choose to provide Books & Periodicals allowances and reimbursements aligned to the Income Tax act. Using Optima, HR, and Admin can create and manage Books & Periodicals card transfer orders with a provision of using custom modules. For example, they may provide to employees an option to upload the bill for reimbursement. Employers can even revoke unused amount of the card and close an employee's account. The Optima dashboard enables employers to perform the following tasks:

• Initiating first Books & Periodical transfer
• Editing Books & Periodicals transfer details
• Tracking Books & Periodicals transfer details
• Downloading Books & Periodicals transfer details
• Books & Periodicals notification

Custom Configuration

You may wish to have some custom needs that are not part of built-in product features. Zeta platform is flexible and designed to suit your custom needs.

 Some custom configurations that you may wish to have, are listed below:

• You can set service configuration like billing parameters or daily/monthly limits as per company guidelines.

• You can set the usage parameter of Books and Periodicals card in both cases of offline and online purchase.

• You can choose your own look and feel or design of Books and Periodicals card as per company branding guidelines.

 Email support (support@zeta.in) or call support (022 - 6112 3989) for any custom requirement.