Tax Season Management: Multi-Tasking Is a Myth

woman multitasking Dollarphotoclub_58357039

Here’s how to apply neuroscience insights to tax season.  NEXT QUESTION: What are the best time-management tips and strategies for busy season? Join the survey. Get the answers.

By Hitendra Patil

It’s October 14th. You are preparing a complex tax return. The cell phone rings. You look at the phone. It’s your wife calling. You answer the call. While on the call, you look at the third screen of your computer. There is an email from your largest client, with subject line “Emergency; please help.” In walks your receptionist, frantically gesturing that there is an irritated client at the front desk.

MORE on THE ENTREPRENEURIAL ACCOUNTANT: 3 Apps to Automate Business Networking  | The 5 Most Common Marketing Blunders Accountants Make |  LinkedIn Adds Messaging. Finally!  |   Re-Learning the Lingo of the Accounting Business  |  How the “1099 Economy” Will Transform Accounting  |  What CPA Firms Could Learn from Google’s Alphabet  |  Summer Reading List: Five Great Books for the Five Lives of a Busy Accountant  |  Four Signs the Uberization of Accounting Has Already Begun  |  Management Guru Chester Elton on Success  |  Savvy CPAS Focus on the Constants  |  More

Yes. You may recognize the multiple demands on your time and your brain. But multi-tasking is just a myth. The science is in: No one performs as well multi-tasking as they do when focused on a single task at a time.

Apparently, the term “multitasking” originated somewhere in the 1960s when computer chips started performing more than one tasks concurrently. Wikipedia, therefore, includes the words “human” and “apparent” in the definition of multitasking, to draw attention to the scientific fact that performing multiple tasks at the same time seems apparently possible, but not necessarily true.

Can You Really Multi-Task?

Neuroscience research (with all those “wired” brains) has been trying to find evidence of human brain activity when there are multiple demands on it.

Studies suggest that you can lose as many as 2.1 hours a day due to inefficiencies of multitasking caused by distractions, interruptions, etc. And as much as 40 percent productivity can be lost due to multi-tasking, suggesting it will take you that much more time to accomplish the same result. Net effect: Loss of opportunity to make more money.

In a research conducted at Carnegie Mellon University, Marcel Adam Just and Augusto Buchweitz tried to find out “What brain imaging reveals about the nature of multitasking.” They report that the brain activity associated with driving decreases by 37 percent when the driver is also listening to someone speaking. This effect was more pronounced when talking on a cell phone – even hands-free.

“In simple reaction time dual tasks,” the researchers say, “there is competition for what is identified as central cognitive processing resources. Two cognitive tasks may draw on and compete for a common central cognitive processing resource, usually associated with areas of the prefrontal cortex of the brain, that may be a bottleneck as the acts of selecting and generating a response in the two component tasks may interfere with each other.”

What happens when you “multi-task,” is that you are actually “sequential-tasking” or “task-switching.”

And every time you “switch” tasks, you are prone to increase inefficiencies, particularly of losing time due to the effort to re-remember the context of each task. After even the briefest interruption, have you ever said, “Where was I?” That’s the evidence the “switching” inefficiency.

Research at the University of Pennsylvania, which studied the region of the brain associated with control over thoughts and actions, shows that how the brain’s internal networks reconfigure themselves while switching between tasks predicts the cognitive “flexibility” of people.

New research into different kinds of cognitive performance reveals that aging older adults often appear to activate different brain structures than young people when performing cognitive tasks. Early work in this area focuses on establishing brain regions associated with different kinds of cognitive performance. Studies suggest that younger people have stronger cognitive flexibility.

Neuroscience and Tax Season

Study after study proves that the brain cannot truly multitask. Don’t believe it? Try to write a letter to a client and at the same time read an email received from a client. When forced to switch tasks several times during tax season, it causes fatigue, stress, performance degradation, mistakes, errors of omission and so on. Such are the demands of tax season that there seems to be no escape. Or is there?

Here are some ways to combat tax season demands on your brain:

Studies suggest that aerobic exercises help induce brain plasticity that can improve cognitive flexibility, even in older age.

Reduce the need (and habit) to “switch” between tasks. E.g.

  • While doing any task, provide as much full attention as possible to only that task. Put away cell phone outside the field of view; disable pop-ups, reminders, email notifications etc.
  • When you follow up with clients for missing information, put the words “missing information” in the subject line of the email and then set up filters to move all replies to a separate folder under inbox. Then set up a time to handle all further information provided by clients one after another, rather than acting on it at each moment when it comes in.
  • Don’t allow new information to break the flow of your thoughts. Instead, use downtime breaks to consume new information.
  • Experts advise “filtering” – which you can accomplish by delegating, and “chunking.” Chunking means collecting the same type of task for multiple clients and doing them all at once. So that if you are reviewing returns, review many returns one after another rather than repeatedly cycling through prepare-and-review-and-prepare-and-review routines.
  • Ditch the coffee, take a walk. Studies also suggest caffeine helps improve cognitive flexibility. Any wonder, the coffee machine is so busy during tax season? Health experts recommend replacing coffee with a 7-minute aerobics break.
  • Think like a restaurant chef. Before even boiling water, they routinely gather and prepare all the ingredients they’ll need. As an accountant, start to make a mental note of the software screen you spend most of your time on.

Do you find you find yourself zipping through a screen quickly and then slowing down on another? That’s your brain on multitasking. It’s switching gears to process information. Tax and accounting software screens place cognitive demands on two or more different parts of brain – making the tax-return production process less efficient and more time-consuming.

The best practitioners instinctively create operating procedures to keep necessary information ready before even booting up. So instead of mentally processing information on the fly, they just take it from a readily available place.


6 Responses to “Tax Season Management: Multi-Tasking Is a Myth”

  1. Katrina Geety

    I remember how important it was to have the skills of “multitasking” on my resume. Being able to handle a lot of stuff coming at you all day long, while trying to get your critical deliverables completed without exploding, is a gift, skill or talent. When you are in a management position, I have always been taught that my first and foremost goal is to keep my team moving forward. I rarely close my office door to get something done. I will complete the task in quiet times which may mean evenings or weekends. It takes a lot less time and results in a better product.

    So, we need to understand the difference between multi-tasking and task switching. To use a profound example, you are multi-tasking if you are driving and texting. The results can be horrific because as many studies show, you can’t multi-task really. You are driving the vehicle and you are texting simultaneously. But your mind isn’t in control of both activities simultaneously. And that’s why people are injured.

    Task switching is the ability to go back and forth between tasks and how efficiently and effectively you can do this is what makes you the acclaimed “multi-tasker” in business. And how tolerant you are of the interruptions and distractions make you the effective manager.

    The recommendations in the article are very helpful. I definitely believe in chunking. I will handle similar tasks in time chunks (review tax returns, respond to notices, handle tax resolution matters, etc.) At least your mind can be focused on the same intellectual matter.

    The chef boiling the water is a great illustration of having all of the information you need to complete a task available before beginning the task. Each industry has tools to do this. This is critical.

    And establishing protocol for your staff to interrupt you is important. My staff knows that I want to complete a specific transaction, if possible within a minute, before they interrupt me. That way I am less prone to error and more quickly able to switch back to what I was doing. When they walk into my office, they wait for me to acknowledge them before they begin speaking. It doesn’t work all of the time, but many times it allows me to complete a subtask.

    I will complete the survey and look forward to the results. It is a challenging area of practice and time management.

    • Hitendra R. Patil

      Thanks Katrina for taking the time and sharing your experiences and practices. It all boils down to “re-connecting with contextual continuity” as fast as possible when we switch tasks. In other words, the lesser we say (mostly to ourselves) “where was I”, the better will be the outcomes we deliver. Thanks again!

  2. Hitendra R. Patil

    Thanks for sharing John! I definitely am an early morning person. Many a times, I get amazed at how much more gets accomplished by the time you are at office in the morning!

  3. Kevin O. Cox

    This article is so on point. I use to block the most common distractions I have. The cell phone is a different story. I need to keep that under lock and key. : )


  4. John Fulkerson

    Start your day earlier to get more done. Use pocket Daytimer. Think positive. List top three tasks for the day and try to do them first.