SurgeTK Release Notes: Aug 7 2026

This release covers tax data flowing into the Homework sheet, a new Zoho Taxes sync, clearer sync results and controls for both Redtail and Zoho, a per-security holdings view, and accuracy improvements to AUM totals and imports.

No action is required. All items below are live for every firm.

Homework Sheet

Tax figures come from the Taxes tab, and the sheet is edited in place.

• Tax figures read from the Taxes tab. AGI, taxable income, and total taxes come from the household's most recent recorded tax year, and the year label shows the actual year. The marginal bracket is derived from taxable income and filing status. Figures previously entered on the sheet keep showing for households with no recorded tax year, so nothing goes blank.
• Tax edits open the tax year form. Clicking a tax figure opens the same Add or Edit Tax Year form the Taxes tab uses, so both places always agree.
• Everything else is edited directly on the sheet. Meeting type, date, and a new location field, agenda items, action items, the homework column, meeting notes, client questions, and cash flow figures are all edited in place. The Edit Fields modal is retired, and everything it covered is still editable.
• Header fields explain themselves. Every header figure carries an annotation card stating where it comes from, including blank fields, which explain where they fill in from. The Primary Residence card lists the matched home and its loans and opens each record. The Income card lists the household members whose income contributes.
• Client details open the client form. Job, employer, and retirement date cells open the Edit Client modal directly.
• The household summary shows the derived bracket. The Marginal Tax Bracket box on household details derives from the same tax data and opens the Taxes tab. A manually entered bracket remains the fallback.
• Blank figures render cleanly. An unrecorded mortgage payment no longer prints $0, and a missing interest rate no longer leaves a stray "@".

Zoho Sync

Tax years sync from Zoho, and sync results state exactly what happened.

• Taxes now sync. Map the new Taxes section in the field mapping modal and tax years flow from Zoho into each household's Taxes tab — the same tax data that powers the Homework sheet. Blank Zoho fields never overwrite figures already on file.
• Renamed records stay matched. Renaming an account, asset, liability, or insurance record in Zoho updates the matching SurgeTK record in place rather than creating a second one.
• Records removed from Zoho are flagged, never auto-deleted. A record that leaves Zoho is marked "No longer in Zoho" with the date on the unlinked lists, and removal stays in your hands. Flagging is deliberate: a record must be absent across full syncs at least a day apart before it is marked.
• A running sync can be cancelled. Cancel stops the sync at the next safe point, and a cancelled run is labeled as cancelled rather than completed.
• Deep sync on demand. An Advanced option on the sync confirmation runs a full sweep of every record rather than only recent changes.
• Mapping dropdowns are searchable. Type in any dropdown in the field mapping modal to filter by field name, matching anywhere in the name.
• Mapping guidance is easier to find. Info tooltips throughout the mapping modal appear on hover and keyboard focus, and the External Household ID tooltip explains how records link to households.
• Configuration problems are reported plainly. A sync that cannot run because of a mapping issue reports the specific problem instead of finishing with nothing to show.

Redtail Sync

Results you can act on.

• Completion messages show real counts. A finished sync reports how many records were added or updated, and a run with no changes says "no changes found".
• Completed, cancelled, and failed runs are distinguished. Each outcome shows its own message, so a run that did not finish cleanly is never presented as a normal completion.
• Credential problems are called out. If Redtail sign-in stops working, the sync says so, the integration card shows an "Action needed" notice, and a Reconnect Redtail button appears in place of Retry.
• Admins are notified. Firm admins receive an in-app notification when a sync needs attention, cleared automatically once a healthy sync completes.
• No window is skipped. If a run has a problem partway through, the next sync picks up from the last fully clean run, so changes made in between are never missed.
• Timestamps read "Last successful sync". Hover labels on the sync buttons reflect the most recent clean run.
• Reconnecting keeps your settings. Reconnecting Redtail preserves your contact and account filter settings.

Securities

See who holds a security, position by position.

• Click any security for its account exposure. The Securities page in Settings opens a full detail view listing every position holding that security: owner, household, custodian, account type, units, value, and the custodian's price date, with summary tiles at the top.
• Search, filter, and export. Positions can be searched and filtered by status, and the filtered set exports to CSV.
• Out-of-date valuations stand out. A position whose price date lags the rest of that security's feed is flagged as stale, so one account left behind by a custodian feed is easy to spot.
• The page appears where it applies. The Securities page shows for firms with a Redtail connection.

Accounts and Totals

AUM reflects open accounts.

• Closed accounts no longer count toward AUM. Accounts with a close date are excluded from the household banner, the household header, member cards, and Buckets and Guardrails generation, so totals reflect the accounts actually under management.
• Exports say what they include. The CSV export columns that sum every account, open or closed, are labeled "(all accounts)".
• Select all means every page. On the unlinked record lists, "Select all" applies bulk actions to every matching record across all pages, and confirmation dialogs state the full count.

Imports

Allocation columns import at face value.

• All mapped allocation columns are applied. Cash, income, annuities, and growth mappings carry through every mapped column, and additional columns can be added on both the account step and the buckets step.
• Excel percentages import as displayed. A cell formatted as 25% imports as 25, matching what the spreadsheet shows on screen.

Also in This Release

• Letters open with the household's name. The 1099 letter begins with a salutation built from the household's name, and householdName is available as a data point in any 1099 text block.
• Value add tiles wrap. Firms with many value adds see tiles wrap to a new row instead of compressing onto one line.
• Interrupted syncs recover on their own. If a sync is interrupted mid-run, its status resets automatically within a couple of minutes and the page updates in place.