Beginner

Lead schedule builder with rollforward and tickmark legend

Builds a lead schedule template for a balance sheet account with rollforward, tie-outs, and tickmark legend. Useful for seniors preparing organized audit support.

Create a lead schedule template for {gl_account_name}.

Inputs:
- Account description: {gl_account_description}
- TB balances (current/prior): {tb_balances}
- Supporting schedules available: {supporting_schedules}
- Risk level: {risk_level}
- Materiality: {materiality}

Output:
1) Lead schedule layout (beg/prior, current, variance, tickmarks).
2) Rollforward sections (adds/deducts) based on account type.
3) Tie-out steps to subledger/external confirmations.
4) Tickmark legend and conclusion box wording.

Provide as a structured outline with example tables.

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