In order to provide a flexible and tax-friendly salary structure, Gen allows you to allocate up to 10% of your annual base salary or ₹1.2 Lac—whichever is lower—toward the Flexi component of your salary. You can then reimburse up to ₹20,000 per year for telephone expenses or ₹100,000 for travel allowance.
The window to declare or change your Flexi amount is open four times each year between the first and the 12th of January, April, July, and October. The link to declare Flexi is available on myapplications.microsoft.com > Excelity Global Payroll > My Transactions > Planner.
You must declare Flexi before you can submit a claim. Flexi payments are made only for claims submitted. If the full Flexi amount is not claimed in a particular month, the balance entitlement will be carried forward. The entitlement carried forward will continue until March. Unclaimed Flexi entitlements, if any, will be paid and taxable in March.
New team members
For new hires, Excelity will not allocate any amount for Flexi, and the Flexi entitlement will be added to your pay and paid as a special allowance. You can declare Flexi in the upcoming quarter according to the regular Flexi planner timeline. However, the entitlement will still be from the date of joining Gen.
Leave travel allowance (LTA)
The leave travel allowance (LTA) exemption shall be available for two journeys in a block of four calendar years. The current block is January 2022 to December 2025, and the next block will be January 2026 to December 2029.
You can claim LTA for parents, spouse, and children, provided you accompanied them during the travel. The reimbursable amount is the amount actually incurred for travel on leave to any place in India (e.g., travel tickets).
To use LTA benefits, you must be out of the office for a continuous period of at least five calendar days, including weekends and holidays. If any leave needs to be taken during the period of absence to make it at least a five-day absence, then such leave must be privilege leave.
Eligible amount
Eligible amount
The tax benefit is only for travel within India, and it does not include lodging, boarding, or sightseeing.
If the journey is made by air, an amount not exceeding the air economy fare of the national carrier (by the shortest route to the place of destination) is eligible.
If the origin and destination places are connected by rail and the journey is made by any mode of transport other than by air, an amount not exceeding the air-conditioned first-class rail fare by the shortest route to the place of destination is eligible.
If the origin and destination places or part thereof are not connected by rail:
- Where a recognised public transport system exists, an amount not exceeding the first-class or deluxe-class fare on such a transport (by the shortest route to the destination) is eligible.
- Where no recognised public transport system exists, an amount equivalent to the air-conditioned first-class rail fare for the distance of the journey (by the shortest route to the destination) as if the journey had been made by rail, is eligible.
LTA claim procedure
LTA claim procedure
Flexi can be claimed anytime during the year up to the declared limit.
- Log into Excelity > My Transactions > Claim reimbursements.
- Fill the details of the bills being submitted.
- Download the claim form.
- Make a zip file of the following supporting documents, along with the downloaded claim form.
- Original boarding pass of all eligible passengers
- Invoice of travel
- Print out of the privilege leave taken. Follow the steps below:
- Log in to Workday and go to the time off & leave requests tab.
- On the top right side, click on the download to Excel format icon.
- Download into Excel and take a printout.
- Upload the zip file under the tab Image Upload > Reimbursement upload > claim ID > upload zip file.
Telephone reimbursement
Reimbursement of telephone expenses is allowed up to a limit of ₹20,000 per financial year.
You can claim telephone bills, landline bills, or internet bills, provided the service is in your name. In case of leased accommodation, a telephone bill in the landlord’s name is allowed.
Prepaid mobile vouchers are valid only if purchased from the respective service provider’s outlets and accompanied by a receipt (e.g., a Vodafone recharge from any Vodafone outlet). Screenshots of online recharges cannot be accepted. If you recharge your prepaid mobile number online, you can visit the respective network provider’s website and download the e-bill or invoice.
Grocery bills for recharge vouchers are not acceptable.
Telephone claim procedure
Telephone claim procedure
Flexi can be claimed anytime during the year up to the declared limit.
- Log in to Excelity > My Transactions > Claim reimbursements.
- Fill the details of the bills being submitted.
- Download the claim form.
- Make a zip file of the bills or receipts, along with the downloaded claim form.
- Upload the zip file under the tab Image Upload > Reimbursement upload > claim ID > upload zip file.