UBER · 10-Q · 2026Q2 · Full report

UK VAT Assessment and Dispute

Uber Technologies, Inc · 2026-08-05 · Importance 39 · Surprise 42 · Contradicted

Uber recorded payments made to HMRC for 2023 through 2025 as a receivable because it expects to prevail on appeal and recover the amounts with interest. Uber expects additional assessments for 2023 through 2025, although HMRC has indicated it will not enforce assessments pending a competitor’s related appeal. Payments of future assessments would reduce operating cash flow without affecting results of operations. Uber is defending its application of the UK VAT Order 1987 for March 2022 through December 2025, while the January 2, 2026 legislative changes create additional judgment and potential HMRC challenge risk.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
cashnegativerealized-2.7%Uber paid multiple HMRC VAT assessments totaling approximately $1.8 billion (£1.4 billion) for unpaid VAT for period March 2022 to…
liabilitynegativecontingentEffective January 2, 2026 UK Private Hire Operators are no longer permitted to apply the VAT Order 1987 and Uber UK ceased applying the…
liabilitypositivecontingentHMRC has expressed their intention to not enforce assessments pending the determination of the appeal of a competitor on a related matter.