Claiming Leave Travel Allowance (LTA)

Claiming Leave Travel Allowance (LTA)

Quick Access : Payroll > Payroll Claims
Accessible to : As per salary configuration

If Leave Travel Allowance is a part of your salary structure as a reimbursement head then you would be able to claim by the process shown below.

As per Government rules tax free LTA claims are allowed twice in four year buckets or thrice if one instance is carried forward from previous bucket. If carried forward from previous year then you have to take the LTA in the first year of next bucket.

To submit a LTA claim on click "LTA Claim" Button


You would get two options under Nature of Claim -
i) Trip made : use this option if you have gone on a LTA trip
ii) No trip made : use this option if you have not gone on a LTA trip and want to claim you money, the amount paid to you will be added to your taxable income

1. Tax free LTA claim

- If LTA is claimed as tax free reimbursement and as per company policy you have to take leave during the period then system will prevent you from submission unless you have approved leaves in the claim period
- Enter the details of family members who have gone on LTA
- Upload any supporting documents (if required), you can upload line wise also
- You can claim more than eligibility amount but should not be more than Net Available amount
- Click on "Submit"

You can claim two LTAs as Tax free in a block of 4 years but only one in a calendar year. The leave linked to LTA claim cannot be withdrawn after approval and it cannot be deleted in setup also.

2. Tax paid LTA claim

If you want to claim under this option you will not be required to upload any supporting, you can just mention the amount which you want to claim.