When you rebuild your Client Manager (Ctrl + Alt + Shift + P), you are prompted to transfer your Preparer Master Form Data into the client returns. If you select this option and the data does not populate after the rebuild, check your master form information:
If not correct, then your master information file is not correct. If you've backed up your master data file, then you can use the restore feature to restore that file. If it hasn't been backed up, you will need to re-enter the master data and copy the updated information to your clients:
To re-apply master form data to clients:
The master information is stored on TaxAct secure servers. If you are working in offline mode, you will need to switch to online mode to update that information. Appointment manager and cached preparer data are stored in prXXmaster.dat file (where XX stands for the tax year (for example, for 2020, the file would be named pr20master.dat)). This file should be located in the client data folder. If it has been moved to another location, this may be the reason why that information has been lost.