# Advanced features

Source: https://developer.avalara.com/avatax-dm-combined-erp/about-this-guide/refunds-requirements/

# Advanced features

In addition to the core requirements, you may want to include the Refunds advanced feature in your integration. The table below provides an overview of the requirements needed for the Refunds advanced feature.

Refunds requirements

This table describes a summary of the Refunds requirements.

Requirement

Use Case

Endpoints/models

Required/Conditional/Suggested

[Create and commit credit memos](/avatax-dm-combined-erp/sales-tax-badge/transactions/create-commit-credit-memos)

Merchants/users need to ensure that refunds are committed/posted for reporting appropriately. This workflow should match your AvaTax sales transaction workflow.

N/A

Required

[Send the original invoice date as the tax calculation date for refunds](/avatax-dm-combined-erp/sales-tax-badge/transactions/send-original-invoice-date)

Merchants/users need to provide a method for including the original invoice date as the tax calculation date when refunding tax.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

[RefundTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/RefundTransaction/)

Required

[Send the current transaction date as the document date for refunds](/avatax-dm-combined-erp/sales-tax-badge/transactions/send-current-transaction-date)

Merchants/users need to allow users to specify the current date as the transaction date for the refund.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

[RefundTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/RefundTransaction/)

Required

[Support tax-only adjustment](/avatax-dm-combined-erp/sales-tax-badge/transactions/support-tax-only-adjustments)

If your platform allows refunds for calculated tax, then your implementation should also support this.

[RefundTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/RefundTransaction/)

Suggested

[Support tax overrides by tax amount](/avatax-dm-combined-erp/sales-tax-badge/transactions/tax-override-tax-amount)

Merchants/users should allow users to override the tax amount in a transaction.

[CreateTransaction](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Transactions/CreateTransaction/)

Suggested

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