This article applies to:

Product: SurePrep

Use the index tree

Use the INDEX TREE
tab to place tax documents in their categories, search and filter the index tree, and select only the pages in your filtered results.

The INDEX TREE
tab lets you organize tax documents by placing them in their designated categories. For example, you can place a W-2 in the Income folder.

SPbinder tidies your workspace by automatically filing certain documents in their index tree folders. SPbinder auto-indexes some tax documents to their categories, depending on the document type. You'll need to index the others manually.

Standard (tax) documents:
SPbinder automatically associates standard OCR-scanned documents with the INDEX TREE tab unless it can't recognize or match them.

Non-standard documents:
SurePrep’s AI/ML technology processes documents that OCR doesn’t recognize.

If the AI/ML finds a match, SPbinder auto-indexes the document into the index tree.

If the AI/ML technology doesn’t find a match, SPbinder marks the document as Not Indexed
, and you'll need to index it yourself.

Overview

The INDEX TREE
tab reflects the index tree you created in the binder template. In the INDEX TREE
tab, you can add, edit, delete, create, and manage indexes.

To expand the binder’s index tree, select the Collapse

icon next to the Client ID folder.

To select the entire index tree under a folder, including its subfolders and workpapers, mark the Client ID
checkbox.

The INDEX TREE tab displays page numbers next to the source document names in this format:

|Pg. Index number (Original page number in the source document)

For example, if a workpaper in the index tree shows

|Pg. 2(31)

, 2
is the index page number, and 31
is the original page number (the page number in scanned order).

To hide the original page numbers, select the Hide/Unhide Original Page Numbers

icon on the SPbinder toolbar. You can also go to

View
Hide Original Page Numbers

to turn the original page numbers on or off.

Search the index tree

Use the search field in the INDEX TREE
tab to search for folder names, workpaper names (single-page, multi-page, and rolled-forward workpapers), workpaper shortcut names, and proforma placeholders.

Enter your search text in the search field. The INDEX TREE
tab displays matching results as you enter text.

Select pages in a filtered index tree

When you filter or search the index tree, marking a parent folder or the top-level Select All
checkbox only selects the pages and folders in your results. Pages outside the results stay cleared, so any operation you run affects only the filtered pages.

To select filtered pages after entering a search term, mark the top-level Select All
checkbox, or select a parent folder such as Income
.

SPbinder checks only the pages and folders that match the filter, and the selection count equals the number of pages in the filtered results. Pages and folders outside the results stay unselected, even if they sit inside the parent folder you selected.

note

When no filter is active, Select All
works as before and selects every page in the binder.

Clear the filter and review your selection

After you select the filtered results, you can clear the filter and keep your selection. Only the pages that matched the filter remain marked, and the rest of the binder stays cleared. This lets you review your selection in the full index tree.

When you clear a parent node checkbox, SPbinder clears all of its child nodes, whether they sit inside or outside the filtered results. No stale checked state remains.

note

Select All
and parent folders affect filtered results only.
With a filter active, these controls check only the pages and folders that match the filter.

Operations affect only selected pages
, never unselected ones, even those outside your filtered results.

Pages outside the filtered results stay cleared.
They remain cleared even after you clear the filter.

Your selection persists when you clear the filter.
Only the pages that matched remain selected.

Clearing a parent clears all of its children.
This includes children inside and outside the filtered results.

Nothing changes when no filter is active.
Select All
continues to select every page in the binder.

Index tree icons

The index tree icons appear along the top of the Index/Review Tree panel.

Icon/List	Name	Description
	Add Index	Adds indexes to the index tree. The dropdown includes 2 sub-options: Add Index Section and Edit Index Section .
	Disassociate Workpaper/Delete Index	Deletes the selected index and disassociates its workpapers. The disassociated workpapers appear in the thumbnail section.
	Delete Workpaper	Deletes the selected workpapers from the index tree and sends them to the Restore pages section of the binder. To restore the pages to the binder, select the Restore Pages button on the SPbinder toolbar.
	Manage Predefined Workpaper	Adds, edits, and deletes predefined workpapers.
	Show Active Folders	Shows only the workpapers in the index tree that contain data. To return to the default view (all workpapers), select the button again.
	Move Workpaper Up	Moves the selected page up in the index tree.
	Move Workpaper Down	Moves the selected page down in the index tree.
	Expand Folders	Expands the index tree to show the contents of all folders and subfolders. The dropdown includes 2 sub-options: Expand Folders and Expand Workpapers and Folders .
	Collapse All	Collapses the index tree to show only the main folders.