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The Lead schedule type of working paper is used for checking a specific item in substantive procedure. In the audit approach, Lead schedules most often represent MS Excel files which are automatically filled in.


If you are not working with MS Excel files, you can use the program's built-in form of Lead schedule. To do so, create a new Lead schedule working paper and select the items that you wish to use in your work.


In the Lead schedule type of working paper, you can add tickmarks to accounts or sums in the trial balance. Click on the sum or the name/code of the respective account and enter the details of the tickmark that you wish to add. The program will display the presence of a tickmark by marking the respective cell with a red triangle. If you wish to view all tickmarks added to a specific document, open its Tickmarks tab.

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