When to use it
- A reconciliation is blocked by one missing statement.
- The client sent some documents but missed one account.
- You need a calm request that explains why the item matters.
Missing bank statement request template for bookkeepers
Use this when a monthly close or cleanup is blocked because one bank statement is still missing.
How to use it
- Name the exact account and month.
- Say what task is blocked.
- Give the easiest upload or reply path.
- Set the next reminder date in your tracker.
Free copy-ready preview
Subject: Missing [Month] bank statement
Hi [Client First Name],
I am still missing the [Month] statement for [Bank or account name]. That item is holding up the reconciliation for [Month].
Can you upload it to [portal] or reply here with the statement by [date]?
If it is not available yet, just reply with a quick note and I will mark it on the tracker.
Best,
[Your Name]
Want the full editable set?
The $49 Client Document Chase Kit includes request emails, reminder sequences, a cleanup kickoff message, client portal reminder, pause-work boundary note, missing-document tracker CSV, and use guide.