--- title: How to Complete Your Annual PCI Compliance Survey description: Step-by-Step instructions to complete the annual PCI Compliance Survey. --- [Skip to content](https://help.tableneeds.com/knowledge/how-to-complete-your-annual-pci-compliance-survey#main-content) English Show submenu for translations ![Table Needs.png\]](https://help.tableneeds.com/hs-fs/hubfs/Table%20Needs.png?height=40&name=Table%20Needs.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Table Needs Go to Table Needs Advice and answers from the Table Needs Team - There are no suggestions because the search field is empty. 1. [Help Center](https://help.tableneeds.com/knowledge?hsLang=en) 2. [Help & Support](https://help.tableneeds.com/knowledge/help-support?hsLang=en) # How to Complete Your Annual PCI Compliance Survey Every business that accepts credit or debit cards is required to complete an annual PCI compliance survey. This survey confirms that your business handles card data safely and meets the security standards set by Visa, Mastercard, American Express, Discover, and JCB. Your payment processor, Global Payments (via Banc Card), manages this process through a tool called the PCI Compliance Tool. You'll receive an email from **support@pciapply.com** with the subject line **"Annual PCI Compliance – Welcome"** — it won't mention Table Needs or Banc Card, but it's completely legitimate. This guide walks you through the entire survey, step by step. **Set aside about 15–20 minutes for your first time.** Every year after that, it goes much faster since you're mostly confirming nothing has changed. **Before You Start** You'll need two things from the email you received: - Your **Merchant ID** (listed near the top of the email) - Your Password: Last 5 digits of your Merchant ID followed by your capitalized state abbreviation. For example, if your Merchant ID ends in 23456 and you're in Alabama, your password would be **23456AL**. ### **Step 1: Log In and Set Up Your Profile** Go to[www.pciapply.com/globalpayments](https://www.pciapply.com/globalpayments) and log in with the credentials from your email. The first time you log in, you'll see an **Update My Profile** screen. Fill in your first and last name, then create a new password and choose a security question. Your new password must be at least 8 characters and include at least 1 number, 1 letter, and a special character like "-" or "!". It cannot contain the characters \< or \>. Click **Submit** when you're done. ![PCI-1 Log In\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-1%20Log%20In_v2.png?width=670&height=377&name=PCI-1%20Log%20In_v2.png) ### **Step 2: The Welcome Page** After logging in, you'll land on the **Welcome to your PCI Compliance Tool** page. This is your home base — it shows the five steps you'll work through: - Merchant Information - Questionnaire Selection - Questionnaire and Network Scan - Review and Sign - Print Reports Click the **Get Started** button in the bottom-right corner to begin. *![PCI-2 Welcome\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-2%20Welcome_v2.png?width=670&height=377&name=PCI-2%20Welcome_v2.png)* ### **Step 3: Merchant Information** This step has four parts. Here's how to work through each one. #### **Part 1 — Verify Your Business Info** You'll see your business name, address, phone number, and contact details pre-filled. Check that everything looks correct. If anything needs updating, click the **Edit** button in the top-right corner of the section. You'll also see a question asking if your organization is a service provider. Select **No**. ![PCI-3 Merchant Info\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-3%20Merchant%20Info_v2.png?width=670&height=377&name=PCI-3%20Merchant%20Info_v2.png) #### **Part 2 — Payment Channels** This section asks about how your business accepts payments. For most Table Needs customers: - Check the box for **Card-present** (this means customers tap or swipe a card at your counter) - Leave Mail order/telephone order (MOTO) and E-Commerce unchecked unless you also accept payments through those channels - "Do you electronically store or transmit consumer account data?" — Select **No** - "Are any payment channels not included in this assessment?" — Select **No** Click **Save**. ![PCI-4 Payment Channels\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-4%20Payment%20Channels_v2.png?width=670&height=377&name=PCI-4%20Payment%20Channels_v2.png) #### **Part 3 — Relationships** This section asks about third-party service providers. For most Table Needs customers, the answer to all three questions is **No**: - "Do you have relationships with third-party service providers that handle your account data?" — **No** - "Do you engage third-party service providers managing system components within your PCI DSS assessment scope?" — **No** - "Do you work with third-party service providers that could impact the security of your Cardholder Data Environment?" — **No** Click **Save**. ![PCI-5 Relationships\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-5%20Relationships_v2.png?width=670&height=377&name=PCI-5%20Relationships_v2.png) #### **Part 4 — Processing Solution** This section asks how you process credit cards. Select **P2PE** from the icons. (P2PE stands for Point-to-Point Encryption, which is the encryption method your PAX terminal uses.) Two follow-up questions will appear: - "Do you store any sensitive cardholder data electronically?" — Select **No** - "Does your business use network segmentation to affect the scope of your PCI DSS environment?" — Select **No** A P2PE section will expand below. Click **Add Solutions**, and a pop-up will appear. Fill in the four dropdown fields: - **P2PE Solution Provider:** Global Payments Direct, Inc. - **P2PE Solution:** Global Payments P2PE - **Reference Number:** 2022.00056.003 - **P2PE Devices:** PAX Computer Technology (Shenzhen) Co Ltd If your specific device doesn't appear in the dropdown, click the link that says "click here to type it in manually." Click **Save** in the pop-up. ![PCI-6 Processing Solution\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-6%20Processing%20Solution_v2.png?width=670&height=377&name=PCI-6%20Processing%20Solution_v2.png)   ### **![PCI-7 P2PE Solution\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-7%20P2PE%20Solution_v2.png?width=670&height=377&name=PCI-7%20P2PE%20Solution_v2.png)Step 4: Agree and Continue** After saving your Processing Solution, you'll see your P2PE details listed in a summary table. Check the box that says **"I have read and agreed to the end-user license agreement"** and click **Save & Continue**. A confirmation pop-up will appear asking you to confirm your eligibility to take the P2PE questionnaire. Read through the four statements, check the box that says **"I agree that the statements above are true"**, and click **Continue**. *![PCI-8 Save Processing Solution\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-8%20Save%20Processing%20Solution_v2.png?width=670&height=377&name=PCI-8%20Save%20Processing%20Solution_v2.png)* ![PCI-9 Confirm Eligibility\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-9%20Confirm%20Eligibility_v2.png?width=670&height=377&name=PCI-9%20Confirm%20Eligibility_v2.png) ### **Step 5: Complete the Questionnaire** You'll now see the **Questionnaire P2PE** page. It has four sections: Protect Stored Account Data (3 questions), Restrict Physical Access to Cardholder Data (8 questions), Support Information Security with Organizational Policies and Programs (10 questions), and Progress Report and Charts. Click **Start Questionnaire** to begin. For each question, you'll see response options: **In Place**, **In Place with CCW**, **Not in Place**, and **Not Applicable**. For most Table Needs customers using our standard setup, the correct answer to each question is **In Place**. This confirms that your business follows the required security practices. If you hover over the info icon next to any question, you'll see a tip explaining what it means. Work through all three sections, selecting **In Place** for each question. When you've finished the last section, click **Continue**. You'll see a summary page showing a Pass badge next to each section. Click Continue to move on. ![PCI-10 Start Questionnaire\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-10%20Start%20Questionnaire_v2.png?width=670&height=377&name=PCI-10%20Start%20Questionnaire_v2.png) ![PCI-11 Questionnaire Section 1\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-11%20Questionnaire%20Section%201_v2.png?width=670&height=377&name=PCI-11%20Questionnaire%20Section%201_v2.png) ![PCI-13 Questionnaire Menu\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-13%20Questionnaire%20%20Menu_v2.png?width=670&height=377&name=PCI-13%20Questionnaire%20%20Menu_v2.png) **Step 6: Review and Sign** This is the final step. You'll see a review page with a summary of your answers. #### **Part 2B — Transaction Processing** Confirms your P2PE processing details. If anything looks off, click **Edit** to go back and fix it. ##### **EMV Chip Card Question** You may see a question asking: "Is your terminal enabled to accept EMV chip cards?" Click **Edit** and select **Yes**. #### **Part 3A — Confirmation of Compliance** Read through the four compliance confirmation statements. These confirm that your self-assessment was completed accurately and that your payment system does not store sensitive authentication data after authorization. Check all four boxes. #### **Part 3B — PCI DSS Validation** This section will show a **Compliant** badge. Enter your name in the **Merchant Executive Officer Name** field, your title in the **Title** field, and the last 4 digits of your Tax ID or Social Security number in the final field. Click **Submit**. ![PCI-14 Questionnaire Section 2\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-14%20Questionnaire%20Section%202_v2.png?width=670&height=377&name=PCI-14%20Questionnaire%20Section%202_v2.png) ![PCI-15 Questionnaire Section 3\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-15%20Questionnaire%20Section%203_v2.png?width=670&height=377&name=PCI-15%20Questionnaire%20Section%203_v2.png) ### **Step 7: You're Done** After submitting, head to the **Documents** tab at the top of the page. You'll see three documents available: - **Attestation of Compliance** — your official compliance record - **Questionnaire Answer Sheet** — a record of your responses - **Certificate of Completion** — your PCI compliance certificate You can view, print, or email any of these documents for your records. ![PCI-16 Document Review\_v2](https://help.tableneeds.com/hs-fs/hubfs/KB%20-%20PCI/PCI-16%20Document%20Review_v2.png?width=670&height=377&name=PCI-16%20Document%20Review_v2.png)   **Need Help?**If you get stuck at any point, we're here. Email us at [support@tableneeds.com](mailto:support@tableneeds.com) or call/text (720) 821-4691. 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