SurgeTK Release Notes - 08/16/26

This release corrects RMD and withdrawal figures on the Homework sheet, adds a review step and safer month scoping to transaction imports, merges import and sync history into one view, and restores PDF generation.

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

Homework sheet

Corrected RMD figures and account coverage.

• RMD figures use the current IRS Uniform Lifetime Table. Factors are selected by the age reached during the distribution year, matching IRS methodology. Previously displayed RMDs were overstated by roughly 7 percent at common ages. Figures correct themselves the next time the value add is generated.
• QCD accounts appear in the withdrawal tables. Accounts with "QCD" in the name or type were previously classified as cash and excluded from the Homework grids. They and their withdrawals now show. Plural "CDs" still classifies as cash.

Transaction imports

Monthly files replace only their own months, and nothing is written before you approve it.

• Replacement is scoped to the months in your file. For each account and transaction type, only the calendar months present in the file are replaced. Monthly backfills work one file at a time in any order, and re importing a corrected file cleanly replaces that month.
• A review step runs before anything is written. After mapping columns, a Review and confirm step shows a dry run: transactions to be added, existing transactions to be replaced, a month by month breakdown, rows protected because they came from your CRM, and any rows needing attention. Nothing is written until you confirm.
• Replaced transactions are reported. The progress panel gains a Replaced section, and the downloadable report lists every replaced transaction.
• Transactions synced from your CRM are protected. A file import never deletes a transaction that came from a CRM sync. Matching rows are skipped and reported.
• Dates are correct in every time zone. The day in your file is the day shown in the transactions table, the edit form, and every value add. The add transaction form defaults to your local date.
• Value adds refresh after transaction changes. Imports, undos, and manual add, edit, or delete all mark value adds stale.
• Picker tiles advance on selection. Choosing a data type, account type, or client sub type moves to the next step directly.

Import and sync history

One history for everything that changed your data.

• File imports and CRM syncs share one history. The Imports page lists both together, sorted by date. Search covers file name, import type, and sync provider.
• Sync rows summarize themselves. Each row shows provider, Deep or Incremental, status, and a created, updated, and removed rollup.
• "What changed" opens the full detail. A drawer shows change counts, a per entity table of what was created, updated, removed, and skipped, and a data hygiene section covering stale rows removed, households refreshed, systematic entries cleared, and value adds flagged. Skipped rows state their reason and list the parent records you can fix. Truncated feeds and failures are called out at the top.

CRM sync reliability

Syncs are more resilient and withdrawal totals are more accurate.

• Deleted CRM records no longer count toward withdrawal totals. Records removed in your CRM are now cleared from SurgeTK, so displayed withdrawals reflect current data. Manually entered transactions are never touched, and affected households regenerate with corrected figures.
• Identical systematic withdrawals stay separate. Two systematic entries of the same amount no longer collapse into one.
• Syncs run on a dedicated background worker. A deploy or restart no longer interrupts a sync in progress. Progress still streams to the page.
• Support for high record volumes. Verified well beyond our largest firm's data set.

Zoho

New Distribution History sync for firms using Zoho.

• A new "Distribution History" card on the Investable Assets tab of the field mapping modal imports monthly distribution records, populating both the Homework withdrawal and deposit tables. Withdrawals display gross, before withholding, with taxes taken from each record. The 12 month window ends on the last completed month. Turning the section on removes overlapping one time transactions so nothing double counts, and unmapping it reverses cleanly. Nothing changes for firms that do not map the section.

Documents and packets

• Surge packet and value add PDF generation is restored. Downloads affected between August 12 and this release now generate correctly. The rendering environment is pinned so the issue cannot recur.