• Xero users, your expense categorisation (including account codes, tracking categories, and tax options) will sync from Xero. The expense categories will be available for you to select from.

• None Xero users. If your account is not connected to Xero, we're sharing the next steps to set up your Tax rates and categories.

We recommend that you do this before you start using your cards. However, don't worry - you can always return here later and update your card settings.

Creating custom Tax rate & Categories 

1. Log into your OFX account.

2. Select Expenses tab from the left sidebar menu.

   

   
   
   

3. Click on Tax rates & categories 
   

   

   
   

4. Navigate to Tax rates and click New tax rate
    
   

5. Input new rate name and Tax rate, Click Save
   

   

Example of the set-up of custom Tax rates and categories