EOFY Tech Checklist: A Practical Planning Tool for SMBs and Teams

Get Ready to Make Smarter EOFY Tech Investments — With a Handy Internal Resource for Your Business or Tax Advisor.

As the end of the financial year (EOFY) approaches, savvy small businesses and teams know that now is the time to assess technology needs and make strategic investments.
The right tech upgrades can deliver instant productivity gains, unlock tax benefits, and set your team up for success in the new financial year — but only if you plan ahead.

At digiDirect, we've created a free EOFY Tech Checklist to make your planning easier. Whether you’re reviewing your business setup internally or working with a tax advisor, this tool will help you identify opportunities, gaps, and potential savings before the 30 June deadline.

Why You Need a Tech-Specific EOFY Checklist

The technology landscape evolves fast. That laptop that was cutting-edge three years ago might now be slowing your team down.
Yet when EOFY rolls around, many businesses rush to spend without properly assessing what they actually need — missing the chance to maximise both value and deductions.

A practical, tech-focused checklist ensures you:

•                  *Make informed purchasing decisions aligned to team needs.

•                  *Maximise potential tax deductions under instant asset write-offs or other incentives.

•                  *Avoid rushed or unnecessary purchases that don’t deliver ROI.

•                  *Plan upgrades strategically across devices, software, and accessories.

What's Inside the Downloadable Checklist?

Our EOFY Tech Checklist is designed for ease of use — whether you're a solo operator, an SMB, or part of a larger team.

It includes sections for:

•                 *Current Equipment Audit: Document what you have, what's underperforming, and what’s reaching end-of-life.

•                 *Team Needs Assessment: Identify new roles, expanded workloads, or emerging needs that require upgrades.

•                 *Tax-Time Readiness: Prepare documentation to claim eligible technology purchases or subscriptions.

•                 *Prioritisation Matrix: Rank your needs from “Critical Now” to “Plan for Next Year” to avoid impulse buying.

•                 *Supplier and Warranty Tracking: Maintain a clean record for warranty claims and future asset management.

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Pro tip: You can use this checklist internally or hand it to your accountant to assist in EOFY planning discussions.

Key Areas to Review Before 30 June

When working through the checklist, pay close attention to these categories:

•                 *Laptops, Desktops, and Mobile Devices: Slow performance and outdated software often signal it's time to upgrade.

•                 *Work-From-Home and Hybrid Setup: Are monitors, webcams, and home office gear still fit for purpose?

•                 *Data Storage and Security: Consider external drives, NAS solutions, and cybersecurity upgrades.

•                 *Software and Subscriptions: Review expiring licenses and identify new solutions to boost productivity.

•                 *Accessories and Peripherals: Don't overlook essentials like keyboards, docks, headsets, and ergonomic gear.

Download Your Free EOFY Tech Checklist

Get ahead this EOFY with a simple, actionable plan.

[Download your free DigiDirect EOFY Tech Checklist here]

and start assessing your tech needs today.

The better prepared you are, the smarter your EOFY investments will be — and your future self (and your tax return) will thank you.

Final Tip:

Tech purchases aren't just an EOFY tax strategy — they’re an investment in your team's performance and resilience for the year ahead. Plan wisely!